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 | $250,343 | $70,756+253.8% | $65,493+282.2% | $142,382+75.8% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.1%-30.1pp |
| Annual return | 4.05% | 1754.89%-1750.8pp | 982.45%-978.4pp | 217.08%-213.0pp |
| Employer contribution / active EE | $3,271 | $2,881+13.6% | $2,574+27.1% | $4,299-23.9% |
| Participant deferral / active EE | $3,271 | $4,637-29.5% | $3,961-17.4% | $6,507-49.7% |
| Admin fee / account holder | $9,902 | $6,559+51.0% | $5,028+96.9% | $12,624-21.6% |