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 9-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 | $317,701 | $95,803+231.6% | $113,168+180.7% | $84,808+274.6% |
| Participation rate | 39.7% | 72.9%-33.2pp | 76.6%-36.9pp | 68.3%-28.7pp |
| Annual return | 14.45% | 25.00%-10.6pp | 24.27%-9.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,635 | $2,360-30.7% | $2,975-45.0% | $2,631-37.8% |
| Participant deferral / active EE | $4,027 | $4,242-5.1% | $5,107-21.1% | $4,212-4.4% |
| Admin fee / account holder | $61,124 | $8,989+580.0% | $12,068+406.5% | $7,344+732.3% |