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 9-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 | $370,800 | $159,602+132.3% | $150,045+147.1% | $142,382+160.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 8.32% | 70.24%-61.9pp | 62.55%-54.2pp | 217.08%-208.8pp |
| Employer contribution / active EE | $2,960 | $4,961-40.3% | $4,693-36.9% | $4,299-31.2% |
| Participant deferral / active EE | $6,679 | $8,310-19.6% | $7,997-16.5% | $6,507+2.6% |
| Admin fee / account holder | $44,759 | $14,846+201.5% | $13,435+233.2% | $12,624+254.6% |