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 | $344,719 | $179,726+91.8% | $156,263+120.6% | $142,382+142.1% |
| Participation rate | 56.3% | 82.1%-25.8pp | 78.9%-22.7pp | 80.1%-23.9pp |
| Annual return | 8.96% | 77.86%-68.9pp | 59.47%-50.5pp | 217.08%-208.1pp |
| Employer contribution / active EE | $1,823 | $5,069-64.0% | $4,333-57.9% | $4,299-57.6% |
| Participant deferral / active EE | $6,655 | $6,956-4.3% | $6,158+8.1% | $6,507+2.3% |
| Admin fee / account holder | $664 | $17,272-96.2% | $14,255-95.3% | $12,624-94.7% |