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 | $259,126 | $214,378+20.9% | $200,582+29.2% | $142,382+82.0% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 8.70% | 46.41%-37.7pp | 42.33%-33.6pp | 217.08%-208.4pp |
| Employer contribution / active EE | $3,387 | $6,841-50.5% | $6,419-47.2% | $4,299-21.2% |
| Participant deferral / active EE | $8,598 | $9,865-12.8% | $9,331-7.9% | $6,507+32.1% |
| Admin fee / account holder | $1,432 | $17,692-91.9% | $16,305-91.2% | $12,624-88.7% |