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 | $273,571 | $106,584+156.7% | $101,326+170.0% | $142,382+92.1% |
| Participation rate | 40.0% | 82.7%-42.7pp | 81.5%-41.5pp | 80.1%-40.1pp |
| Annual return | 13.73% | 36.93%-23.2pp | 36.82%-23.1pp | 217.08%-203.3pp |
| Employer contribution / active EE | $2,862 | $3,956-27.7% | $3,665-21.9% | $4,299-33.4% |
| Participant deferral / active EE | $4,966 | $8,297-40.1% | $7,994-37.9% | $6,507-23.7% |
| Admin fee / account holder | $235,938 | $11,446+1961.3% | $11,185+2009.4% | $12,624+1769.0% |