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 | $285,069 | $53,777+430.1% | $134,143+112.5% | $79,858+257.0% |
| Participation rate | 47.2% | 58.8%-11.5pp | 72.2%-25.0pp | 69.6%-22.4pp |
| Annual return | 11.91% | 19.01%-7.1pp | 36.33%-24.4pp | 31.71%-19.8pp |
| Employer contribution / active EE | $644 | $1,321-51.2% | $3,704-82.6% | $2,471-73.9% |
| Participant deferral / active EE | $2,977 | $2,420+23.0% | $3,499-14.9% | $3,740-20.4% |
| Admin fee / account holder | $12,127 | $3,984+204.4% | $6,684+81.4% | $5,306+128.5% |