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 | $268,766 | $95,803+180.5% | $113,168+137.5% | $84,808+216.9% |
| Participation rate | 57.6% | 72.9%-15.3pp | 76.6%-19.0pp | 68.3%-10.7pp |
| Annual return | 20.40% | 25.00%-4.6pp | 24.27%-3.9pp | 40.90%-20.5pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $11,012 | $4,242+159.6% | $5,107+115.6% | $4,212+161.5% |
| Admin fee / account holder | $32,370 | $8,989+260.1% | $12,068+168.2% | $7,344+340.8% |