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 | $251,575 | $89,753+180.3% | $107,525+134.0% | $84,808+196.6% |
| Participation rate | 66.7% | 68.1%-1.4pp | 75.1%-8.4pp | 68.3%-1.6pp |
| Annual return | 12.04% | 29.48%-17.4pp | 181.32%-169.3pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,743 | $3,113-44.0% | $3,754-53.6% | $2,631-33.8% |
| Participant deferral / active EE | $7,105 | $4,056+75.2% | $5,116+38.9% | $4,212+68.7% |
| Admin fee / account holder | $17,307 | $7,222+139.6% | $8,919+94.1% | $7,344+135.7% |