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 | $550,073 | $165,335+232.7% | $149,696+267.5% | $158,922+246.1% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 4.82% | 348.15%-343.3pp | 276.60%-271.8pp | 302.83%-298.0pp |
| Employer contribution / active EE | $2,011 | $5,103-60.6% | $4,644-56.7% | $4,761-57.8% |
| Participant deferral / active EE | $10,504 | $7,181+46.3% | $6,842+53.5% | $5,982+75.6% |
| Admin fee / account holder | $21,803 | $10,807+101.8% | $9,309+134.2% | $11,246+93.9% |