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 | $250,062 | $74,927+233.7% | $101,794+145.7% | $84,808+194.9% |
| Participation rate | 68.6% | 61.4%+7.2pp | 69.2%-0.6pp | 68.3%+0.3pp |
| Annual return | 21.23% | 18.70%+2.5pp | 30.53%-9.3pp | 40.90%-19.7pp |
| Employer contribution / active EE | $1,844 | $1,522+21.1% | $2,289-19.5% | $2,631-29.9% |
| Participant deferral / active EE | $5,526 | $3,099+78.3% | $4,084+35.3% | $4,212+31.2% |
| Admin fee / account holder | $2,858 | $6,514-56.1% | $8,777-67.4% | $7,344-61.1% |