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 | $337,462 | $71,050+375.0% | $93,606+260.5% | $80,856+317.4% |
| Participation rate | 66.7% | 60.4%+6.3pp | 68.7%-2.1pp | 67.6%-1.0pp |
| Annual return | 18.75% | 11.26%+7.5pp | 133.20%-114.5pp | 35.59%-16.8pp |
| Employer contribution / active EE | $2,954 | $1,564+88.9% | $2,420+22.1% | $2,755+7.2% |
| Participant deferral / active EE | $7,015 | $4,034+73.9% | $4,411+59.0% | $4,296+63.3% |
| Admin fee / account holder | $9,846 | $6,945+41.8% | $8,285+18.8% | $6,918+42.3% |