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 | $342,657 | $109,881+211.8% | $150,045+128.4% | $84,808+304.0% |
| Participation rate | 63.0% | 76.1%-13.1pp | 82.3%-19.4pp | 68.3%-5.3pp |
| Annual return | 22.58% | 28.25%-5.7pp | 62.55%-40.0pp | 40.90%-18.3pp |
| Employer contribution / active EE | $2,487 | $3,561-30.2% | $4,693-47.0% | $2,631-5.5% |
| Participant deferral / active EE | $5,288 | $6,636-20.3% | $7,997-33.9% | $4,212+25.6% |
| Admin fee / account holder | $876 | $8,568-89.8% | $13,435-93.5% | $7,344-88.1% |