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 | $850,946 | $29,660+2769.0% | $56,411+1408.5% | $80,856+952.4% |
| Participation rate | 6.3% | 41.6%-35.4pp | 52.5%-46.2pp | 67.6%-61.4pp |
| Annual return | 10.54% | 35.23%-24.7pp | 1701.33%-1690.8pp | 35.59%-25.1pp |
| Employer contribution / active EE | $521 | $669-22.2% | $1,039-49.9% | $2,755-81.1% |
| Participant deferral / active EE | $1,906 | $1,226+55.5% | $1,952-2.3% | $4,296-55.6% |
| Admin fee / account holder | $9,893 | $2,428+307.5% | $2,829+249.7% | $6,918+43.0% |