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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,918 | $154,117+77.1% | $129,995+109.9% | $139,434+95.7% |
| Participation rate | 65.0% | 82.0%-17.0pp | 78.5%-13.5pp | 80.3%-15.3pp |
| Annual return | 23.78% | 32.48%-8.7pp | -137.18%+161.0pp | 372.94%-349.2pp |
| Employer contribution / active EE | $1,829 | $5,289-65.4% | $4,320-57.7% | $4,751-61.5% |
| Participant deferral / active EE | $4,923 | $6,710-26.6% | $5,820-15.4% | $6,710-26.6% |
| Admin fee / account holder | $15,978 | $14,007+14.1% | $10,614+50.5% | $11,403+40.1% |