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 | $318,809 | $183,519+73.7% | $155,509+105.0% | $145,922+118.5% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 6.14% | 61.17%-55.0pp | 64.67%-58.5pp | 561.29%-555.1pp |
| Employer contribution / active EE | $1,676 | $5,313-68.4% | $4,672-64.1% | $4,660-64.0% |
| Participant deferral / active EE | $3,803 | $6,462-41.1% | $5,626-32.4% | $6,688-43.1% |
| Admin fee / account holder | $3,474 | $19,313-82.0% | $15,912-78.2% | $13,397-74.1% |