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 | $263,598 | $167,307+57.6% | $143,757+83.4% | $134,475+96.0% |
| Participation rate | 61.5% | 84.8%-23.3pp | 80.3%-18.8pp | 81.2%-19.7pp |
| Annual return | 9.55% | 0.46%+9.1pp | -0.04%+9.6pp | 417.96%-408.4pp |
| Employer contribution / active EE | $2,969 | $5,619-47.2% | $4,951-40.0% | $4,740-37.4% |
| Participant deferral / active EE | $5,501 | $6,446-14.7% | $5,637-2.4% | $6,400-14.0% |
| Admin fee / account holder | $9,626 | $18,088-46.8% | $14,673-34.4% | $11,426-15.8% |