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 | $265,028 | $95,803+176.6% | $113,168+134.2% | $84,808+212.5% |
| Participation rate | 67.1% | 72.9%-5.7pp | 76.6%-9.4pp | 68.3%-1.2pp |
| Annual return | 17.87% | 25.00%-7.1pp | 24.27%-6.4pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,581 | $2,360-33.0% | $2,975-46.9% | $2,631-39.9% |
| Participant deferral / active EE | $4,778 | $4,242+12.6% | $5,107-6.4% | $4,212+13.5% |
| Admin fee / account holder | $10,540 | $8,989+17.3% | $12,068-12.7% | $7,344+43.5% |