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 | $258,700 | $101,724+154.3% | $164,813+57.0% | $80,856+219.9% |
| Participation rate | 68.0% | 71.8%-3.8pp | 78.6%-10.6pp | 67.6%+0.4pp |
| Annual return | 14.43% | 16.72%-2.3pp | 69.93%-55.5pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,471 | $2,953-50.2% | $4,341-66.1% | $2,755-46.6% |
| Participant deferral / active EE | $6,459 | $4,477+44.3% | $6,031+7.1% | $4,296+50.4% |
| Admin fee / account holder | $1,497 | $8,227-81.8% | $12,690-88.2% | $6,918-78.4% |