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 | $266,309 | $81,460+226.9% | $103,333+157.7% | $80,856+229.4% |
| Participation rate | 51.9% | 66.8%-15.0pp | 74.5%-22.7pp | 67.6%-15.8pp |
| Annual return | 12.40% | 25.55%-13.1pp | 24.88%-12.5pp | 35.59%-23.2pp |
| Employer contribution / active EE | $10,979 | $3,105+253.6% | $3,868+183.9% | $2,755+298.5% |
| Participant deferral / active EE | $9,710 | $3,869+151.0% | $5,057+92.0% | $4,296+126.0% |
| Admin fee / account holder | $8,386 | $6,566+27.7% | $8,355+0.4% | $6,918+21.2% |