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 | $275,008 | $91,190+201.6% | $178,490+54.1% | $79,858+244.4% |
| Participation rate | 60.0% | 69.2%-9.2pp | 81.9%-21.9pp | 69.6%-9.6pp |
| Annual return | 14.85% | 24.19%-9.3pp | 151.07%-136.2pp | 31.71%-16.9pp |
| Employer contribution / active EE | $2,067 | $3,256-36.5% | $5,011-58.8% | $2,471-16.4% |
| Participant deferral / active EE | $4,920 | $3,236+52.0% | $5,202-5.4% | $3,740+31.6% |
| Admin fee / account holder | $5,006 | $6,751-25.8% | $13,984-64.2% | $5,306-5.7% |