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 | $258,942 | $60,022+331.4% | $88,946+191.1% | $84,808+205.3% |
| Participation rate | 59.4% | 57.8%+1.5pp | 68.8%-9.5pp | 68.3%-8.9pp |
| Annual return | 16.57% | 22.43%-5.9pp | 57.82%-41.3pp | 40.90%-24.3pp |
| Employer contribution / active EE | $842 | $1,703-50.6% | $2,555-67.1% | $2,631-68.0% |
| Participant deferral / active EE | $9,604 | $3,114+208.4% | $4,581+109.6% | $4,212+128.0% |
| Admin fee / account holder | $1,178 | $4,811-75.5% | $8,261-85.7% | $7,344-84.0% |