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 | $253,659 | $95,803+164.8% | $113,168+124.1% | $84,808+199.1% |
| Participation rate | 54.5% | 72.9%-18.3pp | 76.6%-22.0pp | 68.3%-13.8pp |
| Annual return | 31.58% | 25.00%+6.6pp | 24.27%+7.3pp | 40.90%-9.3pp |
| Employer contribution / active EE | $2,880 | $2,360+22.0% | $2,975-3.2% | $2,631+9.5% |
| Participant deferral / active EE | $6,980 | $4,242+64.5% | $5,107+36.7% | $4,212+65.7% |
| Admin fee / account holder | $90,280 | $8,989+904.4% | $12,068+648.1% | $7,344+1129.3% |