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 | $349,485 | $74,927+366.4% | $101,794+243.3% | $84,808+312.1% |
| Participation rate | 51.9% | 61.4%-9.6pp | 69.2%-17.3pp | 68.3%-16.5pp |
| Annual return | 22.16% | 18.70%+3.5pp | 30.53%-8.4pp | 40.90%-18.7pp |
| Employer contribution / active EE | $1,166 | $1,522-23.4% | $2,289-49.1% | $2,631-55.7% |
| Participant deferral / active EE | $2,099 | $3,099-32.3% | $4,084-48.6% | $4,212-50.2% |
| Admin fee / account holder | $14,064 | $6,514+115.9% | $8,777+60.2% | $7,344+91.5% |