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 3-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 | $265,913 | $74,927+254.9% | $101,794+161.2% | $84,808+213.5% |
| Participation rate | 48.3% | 61.4%-13.1pp | 69.2%-20.9pp | 68.3%-20.0pp |
| Annual return | 16.65% | 18.70%-2.0pp | 30.53%-13.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,731 | $1,522+13.8% | $2,289-24.4% | $2,631-34.2% |
| Participant deferral / active EE | $5,547 | $3,099+79.0% | $4,084+35.8% | $4,212+31.7% |
| Admin fee / account holder | $7,136 | $6,514+9.5% | $8,777-18.7% | $7,344-2.8% |