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 | $268,100 | $80,717+232.1% | $154,803+73.2% | $84,808+216.1% |
| Participation rate | 22.7% | 66.8%-44.1pp | 78.1%-55.3pp | 68.3%-45.6pp |
| Annual return | 13.74% | 37.96%-24.2pp | 58.88%-45.1pp | 40.90%-27.2pp |
| Employer contribution / active EE | $427 | $2,761-84.5% | $4,305-90.1% | $2,631-83.8% |
| Participant deferral / active EE | $1,534 | $3,303-53.6% | $5,540-72.3% | $4,212-63.6% |
| Admin fee / account holder | $2,650 | $6,746-60.7% | $14,329-81.5% | $7,344-63.9% |