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 | $305,167 | $104,974+190.7% | $95,585+219.3% | $142,382+114.3% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 9.00% | 210.33%-201.3pp | 38.56%-29.6pp | 217.08%-208.1pp |
| Employer contribution / active EE | $2,090 | $2,779-24.8% | $2,527-17.3% | $4,299-51.4% |
| Participant deferral / active EE | $9,348 | $4,352+114.8% | $4,023+132.4% | $6,507+43.7% |
| Admin fee / account holder | $5,444 | $6,386-14.7% | $6,127-11.1% | $12,624-56.9% |