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 | $261,498 | $74,927+249.0% | $101,794+156.9% | $84,808+208.3% |
| Participation rate | 69.4% | 61.4%+8.0pp | 69.2%+0.3pp | 68.3%+1.1pp |
| Annual return | 13.11% | 18.70%-5.6pp | 30.53%-17.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $3,734 | $1,522+145.3% | $2,289+63.1% | $2,631+41.9% |
| Participant deferral / active EE | $7,197 | $3,099+132.2% | $4,084+76.2% | $4,212+70.9% |
| Admin fee / account holder | $6,114 | $6,514-6.1% | $8,777-30.3% | $7,344-16.8% |