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 | $268,850 | $109,413+145.7% | $156,263+72.0% | $84,808+217.0% |
| Participation rate | 24.6% | 72.7%-48.1pp | 78.9%-54.3pp | 68.3%-43.7pp |
| Annual return | 15.58% | 20.18%-4.6pp | 59.47%-43.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,034 | $2,907-64.4% | $4,333-76.1% | $2,631-60.7% |
| Participant deferral / active EE | $2,276 | $4,590-50.4% | $6,158-63.0% | $4,212-46.0% |
| Admin fee / account holder | $819 | $9,357-91.2% | $14,255-94.3% | $7,344-88.8% |