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 | $398,407 | $153,772+159.1% | $133,980+197.4% | $273,961+45.4% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.1%-27.1pp | 83.0%-23.0pp |
| Annual return | 3.66% | 36.51%-32.9pp | 29.30%-25.6pp | 41.45%-37.8pp |
| Employer contribution / active EE | $10,566 | $6,029+75.3% | $5,211+102.7% | $4,869+117.0% |
| Participant deferral / active EE | $6,483 | $6,958-6.8% | $6,282+3.2% | $5,287+22.6% |
| Admin fee / account holder | $772 | $11,765-93.4% | $9,324-91.7% | $10,132-92.4% |