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 | $298,124 | $133,922+122.6% | $116,228+156.5% | $142,382+109.4% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.6%-17.4pp | 80.1%-23.0pp |
| Annual return | 6.61% | 147.76%-141.2pp | 90.06%-83.4pp | 217.08%-210.5pp |
| Employer contribution / active EE | $1,961 | $3,446-43.1% | $2,994-34.5% | $4,299-54.4% |
| Participant deferral / active EE | $9,807 | $5,672+72.9% | $4,953+98.0% | $6,507+50.7% |
| Admin fee / account holder | $13,691 | $14,945-8.4% | $11,989+14.2% | $12,624+8.5% |