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 | $265,825 | $109,413+143.0% | $156,263+70.1% | $84,808+213.4% |
| Participation rate | 61.7% | 72.7%-11.0pp | 78.9%-17.2pp | 68.3%-6.6pp |
| Annual return | 17.50% | 20.18%-2.7pp | 59.47%-42.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,588 | $2,907-11.0% | $4,333-40.3% | $2,631-1.6% |
| Participant deferral / active EE | $5,054 | $4,590+10.1% | $6,158-17.9% | $4,212+20.0% |
| Admin fee / account holder | $27,430 | $9,357+193.2% | $14,255+92.4% | $7,344+273.5% |