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 | $319,216 | $167,484+90.6% | $151,611+110.5% | $134,475+137.4% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | 1.18% | 7.80%-6.6pp | 3.33%-2.2pp | 417.96%-416.8pp |
| Employer contribution / active EE | $1,864 | $6,829-72.7% | $6,166-69.8% | $4,740-60.7% |
| Participant deferral / active EE | $5,037 | $8,986-43.9% | $8,363-39.8% | $6,400-21.3% |
| Admin fee / account holder | $13,354 | $13,783-3.1% | $11,616+15.0% | $11,426+16.9% |