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 | $315,229 | $81,460+287.0% | $103,333+205.1% | $80,856+289.9% |
| Participation rate | 35.7% | 66.8%-31.1pp | 74.5%-38.8pp | 67.6%-31.9pp |
| Annual return | 12.03% | 25.55%-13.5pp | 24.88%-12.9pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,293 | $3,105-26.2% | $3,868-40.7% | $2,755-16.8% |
| Participant deferral / active EE | $3,557 | $3,869-8.1% | $5,057-29.7% | $4,296-17.2% |
| Admin fee / account holder | $9,723 | $6,566+48.1% | $8,355+16.4% | $6,918+40.5% |