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 | $282,129 | $81,248+247.2% | $155,509+81.4% | $80,856+248.9% |
| Participation rate | 28.6% | 66.2%-37.7pp | 78.2%-49.6pp | 67.6%-39.1pp |
| Annual return | 18.46% | 33.31%-14.9pp | 64.67%-46.2pp | 35.59%-17.1pp |
| Employer contribution / active EE | $1,592 | $3,100-48.6% | $4,672-65.9% | $2,755-42.2% |
| Participant deferral / active EE | $3,099 | $3,452-10.2% | $5,626-44.9% | $4,296-27.9% |
| Admin fee / account holder | $4,497 | $7,997-43.8% | $15,912-71.7% | $6,918-35.0% |