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 | $257,154 | $95,803+168.4% | $113,168+127.2% | $84,808+203.2% |
| Participation rate | 67.1% | 72.9%-5.8pp | 76.6%-9.5pp | 68.3%-1.2pp |
| Annual return | 16.25% | 25.00%-8.8pp | 24.27%-8.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,725 | $2,360+15.5% | $2,975-8.4% | $2,631+3.6% |
| Participant deferral / active EE | $4,858 | $4,242+14.5% | $5,107-4.9% | $4,212+15.3% |
| Admin fee / account holder | $19,854 | $8,989+120.9% | $12,068+64.5% | $7,344+170.3% |