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 | $269,339 | $78,926+241.3% | $136,749+97.0% | $84,808+217.6% |
| Participation rate | 50.0% | 62.2%-12.2pp | 72.1%-22.1pp | 68.3%-18.3pp |
| Annual return | 16.96% | 18.17%-1.2pp | 24.33%-7.4pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,748 | $2,134-18.1% | $3,400-48.6% | $2,631-33.6% |
| Participant deferral / active EE | $5,083 | $3,168+60.4% | $4,692+8.3% | $4,212+20.7% |
| Admin fee / account holder | $2,987 | $6,369-53.1% | $11,386-73.8% | $7,344-59.3% |