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 | $259,758 | $152,460+70.4% | $118,746+118.8% | $147,584+76.0% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.3%-11.6pp | 82.8%-16.2pp |
| Annual return | 17.42% | 17.41%0pp | 24.54%-7.1pp | 578.55%-561.1pp |
| Employer contribution / active EE | $2,816 | $5,046-44.2% | $4,193-32.8% | $4,876-42.3% |
| Participant deferral / active EE | $6,717 | $6,212+8.1% | $5,332+26.0% | $5,439+23.5% |
| Admin fee / account holder | $7,351 | $16,953-56.6% | $10,720-31.4% | $10,885-32.5% |