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 | $284,614 | $89,753+217.1% | $107,525+164.7% | $84,808+235.6% |
| Participation rate | 36.8% | 68.1%-31.2pp | 75.1%-38.2pp | 68.3%-31.5pp |
| Annual return | 13.07% | 29.48%-16.4pp | 181.32%-168.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,550 | $4,056-37.1% | $5,116-50.2% | $4,212-39.5% |
| Admin fee / account holder | $3,970 | $7,222-45.0% | $8,919-55.5% | $7,344-45.9% |