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 | $389,220 | $80,673+382.5% | $101,326+284.1% | $84,808+358.9% |
| Participation rate | 54.9% | 77.8%-22.9pp | 81.5%-26.6pp | 68.3%-13.4pp |
| Annual return | 17.30% | 38.95%-21.7pp | 36.82%-19.5pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,418 | $2,698-10.4% | $3,665-34.0% | $2,631-8.1% |
| Participant deferral / active EE | $5,787 | $6,840-15.4% | $7,994-27.6% | $4,212+37.4% |
| Admin fee / account holder | $4,968 | $12,784-61.1% | $11,185-55.6% | $7,344-32.3% |