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 | $511,094 | $111,724+357.5% | $93,606+446.0% | $145,922+250.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 4.53% | 202.98%-198.4pp | 133.20%-128.7pp | 561.29%-556.8pp |
| Employer contribution / active EE | $977 | $3,090-68.4% | $2,420-59.6% | $4,660-79.0% |
| Participant deferral / active EE | $1,810 | $4,912-63.1% | $4,411-59.0% | $6,688-72.9% |
| Admin fee / account holder | $9,020 | $10,250-12.0% | $8,285+8.9% | $13,397-32.7% |