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 | $325,654 | $60,022+442.6% | $88,946+266.1% | $84,808+284.0% |
| Participation rate | 42.9% | 57.8%-15.0pp | 68.8%-26.0pp | 68.3%-25.5pp |
| Annual return | 16.45% | 22.43%-6.0pp | 57.82%-41.4pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,288 | $1,703-24.4% | $2,555-49.6% | $2,631-51.0% |
| Participant deferral / active EE | $3,208 | $3,114+3.0% | $4,581-30.0% | $4,212-23.8% |
| Admin fee / account holder | $12,992 | $4,811+170.0% | $8,261+57.3% | $7,344+76.9% |