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 | $293,253 | $238,490+23.0% | $180,183+62.8% | $142,382+106.0% |
| Participation rate | 60.0% | 82.3%-22.3pp | 77.4%-17.4pp | 80.1%-20.1pp |
| Annual return | 13.90% | 33.56%-19.7pp | 27.86%-14.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $0 | $6,143-100.0% | $5,039-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,240 | $7,996-47.0% | $6,822-37.9% | $6,507-34.8% |
| Admin fee / account holder | $5,593 | $28,866-80.6% | $19,975-72.0% | $12,624-55.7% |