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 | $267,162 | $95,803+178.9% | $113,168+136.1% | $84,808+215.0% |
| Participation rate | 37.5% | 72.9%-35.4pp | 76.6%-39.1pp | 68.3%-30.8pp |
| Annual return | 15.35% | 25.00%-9.7pp | 24.27%-8.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,629 | $2,360-31.0% | $2,975-45.3% | $2,631-38.1% |
| Participant deferral / active EE | $4,655 | $4,242+9.7% | $5,107-8.9% | $4,212+10.5% |
| Admin fee / account holder | $18,281 | $8,989+103.4% | $12,068+51.5% | $7,344+148.9% |