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 | $302,101 | $95,803+215.3% | $113,168+166.9% | $84,808+256.2% |
| Participation rate | 69.0% | 72.9%-3.9pp | 76.6%-7.6pp | 68.3%+0.7pp |
| Annual return | 13.85% | 25.00%-11.2pp | 24.27%-10.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,539 | $2,360-34.8% | $2,975-48.3% | $2,631-41.5% |
| Participant deferral / active EE | $12,023 | $4,242+183.4% | $5,107+135.4% | $4,212+185.5% |
| Admin fee / account holder | $31,689 | $8,989+252.5% | $12,068+162.6% | $7,344+331.5% |