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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,327 | $133,922+87.7% | $116,228+116.2% | $142,382+76.5% |
| Participation rate | 41.7% | 77.9%-36.2pp | 74.6%-32.9pp | 80.1%-38.5pp |
| Annual return | 8.66% | 147.76%-139.1pp | 90.06%-81.4pp | 217.08%-208.4pp |
| Employer contribution / active EE | $2,589 | $3,446-24.9% | $2,994-13.5% | $4,299-39.8% |
| Participant deferral / active EE | $5,784 | $5,672+2.0% | $4,953+16.8% | $6,507-11.1% |
| Admin fee / account holder | $1,834 | $14,945-87.7% | $11,989-84.7% | $12,624-85.5% |