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 | $265,753 | $109,413+142.9% | $156,263+70.1% | $84,808+213.4% |
| Participation rate | 63.2% | 72.7%-9.5pp | 78.9%-15.7pp | 68.3%-5.1pp |
| Annual return | 16.36% | 20.18%-3.8pp | 59.47%-43.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $3,170 | $2,907+9.1% | $4,333-26.8% | $2,631+20.5% |
| Participant deferral / active EE | $6,144 | $4,590+33.9% | $6,158-0.2% | $4,212+45.9% |
| Admin fee / account holder | $18,246 | $9,357+95.0% | $14,255+28.0% | $7,344+148.5% |