See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $308,905 | $121,625+154.0% | $104,607+195.3% | $158,922+94.4% |
| Participation rate | 54.5% | 77.5%-23.0pp | 74.1%-19.5pp | 82.0%-27.4pp |
| Annual return | 10.47% | 465.26%-454.8pp | 340.46%-330.0pp | 302.83%-292.4pp |
| Employer contribution / active EE | $0 | $3,163-100.0% | $2,681-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,815 | $4,177-56.6% | $3,740-51.5% | $5,982-69.7% |
| Admin fee / account holder | $2,482 | $7,787-68.1% | $6,473-61.7% | $11,246-77.9% |