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 | $551,913 | $159,602+245.8% | $150,045+267.8% | $142,382+287.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 10.45% | 70.24%-59.8pp | 62.55%-52.1pp | 217.08%-206.6pp |
| Employer contribution / active EE | $15,991 | $4,961+222.4% | $4,693+240.7% | $4,299+271.9% |
| Participant deferral / active EE | $9,100 | $8,310+9.5% | $7,997+13.8% | $6,507+39.8% |
| Admin fee / account holder | $12,890 | $14,846-13.2% | $13,435-4.1% | $12,624+2.1% |