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 | $270,812 | $77,813+248.0% | $123,544+119.2% | $64,186+321.9% |
| Participation rate | 48.9% | 74.7%-25.8pp | 82.3%-33.4pp | 69.6%-20.6pp |
| Annual return | 5.04% | 12.48%-7.4pp | 119.20%-114.2pp | 7.63%-2.6pp |
| Employer contribution / active EE | $7,998 | $3,014+165.4% | $4,628+72.8% | $2,381+235.9% |
| Participant deferral / active EE | $10,209 | $5,240+94.8% | $6,426+58.9% | $3,470+194.2% |
| Admin fee / account holder | $11,258 | $5,519+104.0% | $9,284+21.3% | $4,888+130.3% |