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 | $283,314 | $77,314+266.4% | $177,989+59.2% | $80,856+250.4% |
| Participation rate | 38.9% | 65.7%-26.8pp | 77.1%-38.2pp | 67.6%-28.7pp |
| Annual return | 15.59% | 18.09%-2.5pp | 294.48%-278.9pp | 35.59%-20.0pp |
| Employer contribution / active EE | $2,541 | $2,292+10.9% | $3,949-35.6% | $2,755-7.7% |
| Participant deferral / active EE | $4,841 | $4,411+9.7% | $6,276-22.9% | $4,296+12.7% |
| Admin fee / account holder | $23,695 | $7,191+229.5% | $10,363+128.6% | $6,918+242.5% |