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 | $304,685 | $107,452+183.6% | $91,541+232.8% | $142,382+114.0% |
| Participation rate | 60.0% | 75.1%-15.1pp | 69.8%-9.8pp | 80.1%-20.1pp |
| Annual return | 15.31% | 22.06%-6.7pp | 20.50%-5.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,973 | $2,994-34.1% | $2,505-21.2% | $4,299-54.1% |
| Participant deferral / active EE | $4,242 | $4,754-10.8% | $4,008+5.8% | $6,507-34.8% |
| Admin fee / account holder | $11,724 | $8,834+32.7% | $6,956+68.5% | $12,624-7.1% |