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 | $383,219 | $159,602+140.1% | $150,045+155.4% | $142,382+169.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 11.77% | 70.24%-58.5pp | 62.55%-50.8pp | 217.08%-205.3pp |
| Employer contribution / active EE | $4,846 | $4,961-2.3% | $4,693+3.3% | $4,299+12.7% |
| Participant deferral / active EE | $12,115 | $8,310+45.8% | $7,997+51.5% | $6,507+86.2% |
| Admin fee / account holder | $389,147 | $14,846+2521.2% | $13,435+2796.6% | $12,624+2982.7% |