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 | $251,089 | $179,726+39.7% | $156,263+60.7% | $142,382+76.3% |
| Participation rate | 55.6% | 82.1%-26.5pp | 78.9%-23.4pp | 80.1%-24.6pp |
| Annual return | 14.82% | 77.86%-63.0pp | 59.47%-44.6pp | 217.08%-202.3pp |
| Employer contribution / active EE | $3,756 | $5,069-25.9% | $4,333-13.3% | $4,299-12.6% |
| Participant deferral / active EE | $6,209 | $6,956-10.7% | $6,158+0.8% | $6,507-4.6% |
| Admin fee / account holder | $7,519 | $17,272-56.5% | $14,255-47.3% | $12,624-40.4% |