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 | $264,399 | $153,772+71.9% | $133,980+97.3% | $273,961-3.5% |
| Participation rate | 57.1% | 88.4%-31.2pp | 87.1%-29.9pp | 83.0%-25.9pp |
| Annual return | 9.26% | 36.51%-27.3pp | 29.30%-20.0pp | 41.45%-32.2pp |
| Employer contribution / active EE | $1,990 | $6,029-67.0% | $5,211-61.8% | $4,869-59.1% |
| Participant deferral / active EE | $4,452 | $6,958-36.0% | $6,282-29.1% | $5,287-15.8% |
| Admin fee / account holder | $11,342 | $11,765-3.6% | $9,324+21.6% | $10,132+11.9% |