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 | $261,047 | $48,570+437.5% | $130,648+99.8% | $72,985+257.7% |
| Participation rate | 57.1% | 58.6%-1.4pp | 71.7%-14.6pp | 69.5%-12.3pp |
| Annual return | 23.29% | 38.63%-15.3pp | 1708.96%-1685.7pp | 81.00%-57.7pp |
| Employer contribution / active EE | $1,109 | $1,334-16.9% | $4,092-72.9% | $2,440-54.6% |
| Participant deferral / active EE | $4,718 | $2,384+97.9% | $3,603+31.0% | $3,607+30.8% |
| Admin fee / account holder | $3,103 | $3,549-12.6% | $5,464-43.2% | $5,124-39.5% |