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 | $348,142 | $109,881+216.8% | $150,045+132.0% | $84,808+310.5% |
| Participation rate | 45.5% | 76.1%-30.6pp | 82.3%-36.9pp | 68.3%-22.9pp |
| Annual return | 17.73% | 28.25%-10.5pp | 62.55%-44.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $1,721 | $3,561-51.7% | $4,693-63.3% | $2,631-34.6% |
| Participant deferral / active EE | $4,342 | $6,636-34.6% | $7,997-45.7% | $4,212+3.1% |
| Admin fee / account holder | $7,308 | $8,568-14.7% | $13,435-45.6% | $7,344-0.5% |