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 | $257,979 | $78,422+229.0% | $95,952+168.9% | $79,858+223.0% |
| Participation rate | 41.9% | 73.5%-31.6pp | 77.1%-35.2pp | 69.6%-27.8pp |
| Annual return | 13.57% | 19.37%-5.8pp | 91.61%-78.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $2,047 | $1,945+5.2% | $2,541-19.4% | $2,471-17.2% |
| Participant deferral / active EE | $5,146 | $3,440+49.6% | $4,167+23.5% | $3,740+37.6% |
| Admin fee / account holder | $776 | $5,622-86.2% | $6,795-88.6% | $5,306-85.4% |