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 | $468,236 | $159,602+193.4% | $150,045+212.1% | $142,382+228.9% |
| Participation rate | 54.2% | 84.0%-29.8pp | 82.3%-28.2pp | 80.1%-26.0pp |
| Annual return | 12.09% | 70.24%-58.2pp | 62.55%-50.5pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,082 | $4,961-78.2% | $4,693-76.9% | $4,299-74.8% |
| Participant deferral / active EE | $2,910 | $8,310-65.0% | $7,997-63.6% | $6,507-55.3% |
| Admin fee / account holder | $35,280 | $14,846+137.6% | $13,435+162.6% | $12,624+179.5% |