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 | $412,396 | $74,927+450.4% | $101,794+305.1% | $84,808+386.3% |
| Participation rate | 34.0% | 61.4%-27.4pp | 69.2%-35.2pp | 68.3%-34.3pp |
| Annual return | 17.00% | 18.70%-1.7pp | 30.53%-13.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,197 | $1,522-21.4% | $2,289-47.7% | $2,631-54.5% |
| Participant deferral / active EE | $2,610 | $3,099-15.8% | $4,084-36.1% | $4,212-38.0% |
| Admin fee / account holder | $7,540 | $6,514+15.8% | $8,777-14.1% | $7,344+2.7% |