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 | $272,220 | $74,927+263.3% | $101,794+167.4% | $84,808+221.0% |
| Participation rate | 63.2% | 61.4%+1.8pp | 69.2%-6.0pp | 68.3%-5.2pp |
| Annual return | 17.01% | 18.70%-1.7pp | 30.53%-13.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,191 | $1,522+44.0% | $2,289-4.3% | $2,631-16.7% |
| Participant deferral / active EE | $5,647 | $3,099+82.2% | $4,084+38.3% | $4,212+34.1% |
| Admin fee / account holder | $1,805 | $6,514-72.3% | $8,777-79.4% | $7,344-75.4% |