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 | $292,027 | $101,724+187.1% | $164,813+77.2% | $80,856+261.2% |
| Participation rate | 55.6% | 71.8%-16.3pp | 78.6%-23.0pp | 67.6%-12.1pp |
| Annual return | 28.27% | 16.72%+11.6pp | 69.93%-41.7pp | 35.59%-7.3pp |
| Employer contribution / active EE | $2,279 | $2,953-22.8% | $4,341-47.5% | $2,755-17.3% |
| Participant deferral / active EE | $5,319 | $4,477+18.8% | $6,031-11.8% | $4,296+23.8% |
| Admin fee / account holder | $9,820 | $8,227+19.4% | $12,690-22.6% | $6,918+41.9% |