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 | $406,391 | $165,335+145.8% | $149,696+171.5% | $158,922+155.7% |
| Participation rate | 31.6% | 84.6%-53.0pp | 82.5%-50.9pp | 82.0%-50.4pp |
| Annual return | 7.56% | 348.15%-340.6pp | 276.60%-269.0pp | 302.83%-295.3pp |
| Employer contribution / active EE | $3,447 | $5,103-32.4% | $4,644-25.8% | $4,761-27.6% |
| Participant deferral / active EE | $3,493 | $7,181-51.4% | $6,842-49.0% | $5,982-41.6% |
| Admin fee / account holder | $50,686 | $10,807+369.0% | $9,309+444.5% | $11,246+350.7% |