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 | $258,711 | $95,803+170.0% | $113,168+128.6% | $84,808+205.1% |
| Participation rate | 69.7% | 72.9%-3.2pp | 76.6%-6.9pp | 68.3%+1.4pp |
| Annual return | 15.14% | 25.00%-9.9pp | 24.27%-9.1pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,206 | $2,360-6.5% | $2,975-25.8% | $2,631-16.1% |
| Participant deferral / active EE | $7,008 | $4,242+65.2% | $5,107+37.2% | $4,212+66.4% |
| Admin fee / account holder | $1,593 | $8,989-82.3% | $12,068-86.8% | $7,344-78.3% |