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 | $280,839 | $133,922+109.7% | $116,228+141.6% | $142,382+97.2% |
| Participation rate | 45.0% | 77.9%-32.9pp | 74.6%-29.6pp | 80.1%-35.1pp |
| Annual return | 13.72% | 147.76%-134.0pp | 90.06%-76.3pp | 217.08%-203.4pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,025 | $5,672-11.4% | $4,953+1.5% | $6,507-22.8% |
| Admin fee / account holder | $2,582 | $14,945-82.7% | $11,989-78.5% | $12,624-79.5% |