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 | $266,474 | $210,408+26.6% | $153,485+73.6% | $145,922+82.6% |
| Participation rate | 58.3% | 82.1%-23.8pp | 77.1%-18.7pp | 80.3%-21.9pp |
| Annual return | 8.98% | 13.37%-4.4pp | 15.65%-6.7pp | 561.29%-552.3pp |
| Employer contribution / active EE | $0 | $6,048-100.0% | $5,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,583 | $7,975-55.1% | $6,757-47.0% | $6,688-46.4% |
| Admin fee / account holder | $20,564 | $19,419+5.9% | $12,724+61.6% | $13,397+53.5% |