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 | $326,032 | $159,602+104.3% | $150,045+117.3% | $142,382+129.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 11.32% | 70.24%-58.9pp | 62.55%-51.2pp | 217.08%-205.8pp |
| Employer contribution / active EE | $4,046 | $4,961-18.4% | $4,693-13.8% | $4,299-5.9% |
| Participant deferral / active EE | $12,095 | $8,310+45.6% | $7,997+51.2% | $6,507+85.9% |
| Admin fee / account holder | $586 | $14,846-96.1% | $13,435-95.6% | $12,624-95.4% |