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 | $333,718 | $60,892+448.1% | $82,389+305.1% | $84,808+293.5% |
| Participation rate | 63.6% | 63.3%+0.4pp | 69.5%-5.9pp | 68.3%-4.7pp |
| Annual return | 14.28% | 37.29%-23.0pp | 28.67%-14.4pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,835 | $1,779+59.3% | $2,517+12.6% | $2,631+7.7% |
| Participant deferral / active EE | $5,256 | $3,179+65.3% | $4,155+26.5% | $4,212+24.8% |
| Admin fee / account holder | $2,929 | $5,467-46.4% | $7,231-59.5% | $7,344-60.1% |