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 | $255,697 | $154,117+65.9% | $129,995+96.7% | $139,434+83.4% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 7.40% | 32.48%-25.1pp | -137.18%+144.6pp | 372.94%-365.5pp |
| Employer contribution / active EE | $13,414 | $5,289+153.6% | $4,320+210.5% | $4,751+182.4% |
| Participant deferral / active EE | $6,288 | $6,710-6.3% | $5,820+8.0% | $6,710-6.3% |
| Admin fee / account holder | $1,614 | $14,007-88.5% | $10,614-84.8% | $11,403-85.8% |