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 | $279,514 | $177,572+57.4% | $154,803+80.6% | $142,382+96.3% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.1%-18.1pp | 80.1%-20.1pp |
| Annual return | 12.35% | 65.07%-52.7pp | 58.88%-46.5pp | 217.08%-204.7pp |
| Employer contribution / active EE | $5,037 | $4,810+4.7% | $4,305+17.0% | $4,299+17.2% |
| Participant deferral / active EE | $13,813 | $6,272+120.3% | $5,540+149.3% | $6,507+112.3% |
| Admin fee / account holder | $2,180 | $16,786-87.0% | $14,329-84.8% | $12,624-82.7% |