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 | $272,482 | $179,726+51.6% | $156,263+74.4% | $142,382+91.4% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 9.52% | 77.86%-68.3pp | 59.47%-49.9pp | 217.08%-207.6pp |
| Employer contribution / active EE | $3,244 | $5,069-36.0% | $4,333-25.1% | $4,299-24.5% |
| Participant deferral / active EE | $8,143 | $6,956+17.1% | $6,158+32.2% | $6,507+25.1% |
| Admin fee / account holder | $85,251 | $17,272+393.6% | $14,255+498.1% | $12,624+575.3% |