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 | $352,961 | $118,849+197.0% | $96,562+265.5% | $167,490+110.7% |
| Participation rate | 11.1% | 75.5%-64.4pp | 69.8%-58.7pp | 82.1%-71.0pp |
| Annual return | 8.02% | 50.49%-42.5pp | 37.78%-29.8pp | 478.56%-470.5pp |
| Employer contribution / active EE | $1,280 | $3,120-59.0% | $2,356-45.7% | $4,837-73.5% |
| Participant deferral / active EE | $2,889 | $4,616-37.4% | $3,849-24.9% | $6,341-54.4% |
| Admin fee / account holder | $235,583 | $8,065+2821.0% | $6,181+3711.5% | $12,309+1813.9% |