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 8-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 | $314,349 | $74,927+319.5% | $101,794+208.8% | $84,808+270.7% |
| Participation rate | 67.6% | 61.4%+6.2pp | 69.2%-1.6pp | 68.3%-0.7pp |
| Annual return | 15.09% | 18.70%-3.6pp | 30.53%-15.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,767 | $1,522+16.1% | $2,289-22.8% | $2,631-32.8% |
| Participant deferral / active EE | $4,832 | $3,099+55.9% | $4,084+18.3% | $4,212+14.7% |
| Admin fee / account holder | $10,375 | $6,514+59.3% | $8,777+18.2% | $7,344+41.3% |