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 | $262,484 | $81,460+222.2% | $103,333+154.0% | $80,856+224.6% |
| Participation rate | 52.9% | 66.8%-13.9pp | 74.5%-21.6pp | 67.6%-14.7pp |
| Annual return | 20.47% | 25.55%-5.1pp | 24.88%-4.4pp | 35.59%-15.1pp |
| Employer contribution / active EE | $4,097 | $3,105+31.9% | $3,868+5.9% | $2,755+48.7% |
| Participant deferral / active EE | $7,116 | $3,869+83.9% | $5,057+40.7% | $4,296+65.7% |
| Admin fee / account holder | $2,467 | $6,566-62.4% | $8,355-70.5% | $6,918-64.3% |