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 | $274,378 | $106,584+157.4% | $101,326+170.8% | $142,382+92.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 14.23% | 36.93%-22.7pp | 36.82%-22.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,169 | $3,956-70.4% | $3,665-68.1% | $4,299-72.8% |
| Participant deferral / active EE | $2,938 | $8,297-64.6% | $7,994-63.2% | $6,507-54.8% |
| Admin fee / account holder | $4,358 | $11,446-61.9% | $11,185-61.0% | $12,624-65.5% |