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 5-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 | $340,121 | $109,881+209.5% | $150,045+126.7% | $84,808+301.0% |
| Participation rate | 66.7% | 76.1%-9.4pp | 82.3%-15.7pp | 68.3%-1.6pp |
| Annual return | 19.30% | 28.25%-8.9pp | 62.55%-43.3pp | 40.90%-21.6pp |
| Employer contribution / active EE | $3,015 | $3,561-15.4% | $4,693-35.8% | $2,631+14.6% |
| Participant deferral / active EE | $7,758 | $6,636+16.9% | $7,997-3.0% | $4,212+84.2% |
| Admin fee / account holder | $13,704 | $8,568+59.9% | $13,435+2.0% | $7,344+86.6% |