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 | $268,274 | $87,013+208.3% | $106,213+152.6% | $80,856+231.8% |
| Participation rate | 59.4% | 70.4%-11.1pp | 75.3%-15.9pp | 67.6%-8.3pp |
| Annual return | 10.54% | 17.05%-6.5pp | 116.14%-105.6pp | 35.59%-25.1pp |
| Employer contribution / active EE | $2,607 | $2,395+8.8% | $3,171-17.8% | $2,755-5.4% |
| Participant deferral / active EE | $3,397 | $3,986-14.8% | $5,016-32.3% | $4,296-20.9% |
| Admin fee / account holder | $4,462 | $8,431-47.1% | $11,033-59.6% | $6,918-35.5% |