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 | $406,244 | $81,248+400.0% | $155,509+161.2% | $80,856+402.4% |
| Participation rate | 64.0% | 66.2%-2.2pp | 78.2%-14.2pp | 67.6%-3.6pp |
| Annual return | 22.36% | 33.31%-11.0pp | 64.67%-42.3pp | 35.59%-13.2pp |
| Employer contribution / active EE | $2,350 | $3,100-24.2% | $4,672-49.7% | $2,755-14.7% |
| Participant deferral / active EE | $4,383 | $3,452+27.0% | $5,626-22.1% | $4,296+2.0% |
| Admin fee / account holder | $8,564 | $7,997+7.1% | $15,912-46.2% | $6,918+23.8% |