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 | $252,314 | $109,881+129.6% | $150,045+68.2% | $84,808+197.5% |
| Participation rate | 69.1% | 76.1%-7.0pp | 82.3%-13.2pp | 68.3%+0.8pp |
| Annual return | 21.19% | 28.25%-7.1pp | 62.55%-41.4pp | 40.90%-19.7pp |
| Employer contribution / active EE | $776 | $3,561-78.2% | $4,693-83.5% | $2,631-70.5% |
| Participant deferral / active EE | $5,252 | $6,636-20.9% | $7,997-34.3% | $4,212+24.7% |
| Admin fee / account holder | $9,377 | $8,568+9.4% | $13,435-30.2% | $7,344+27.7% |