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 | $293,069 | $89,753+226.5% | $107,525+172.6% | $84,808+245.6% |
| Participation rate | 69.4% | 68.1%+1.3pp | 75.1%-5.7pp | 68.3%+1.1pp |
| Annual return | 11.26% | 29.48%-18.2pp | 181.32%-170.1pp | 40.90%-29.6pp |
| Employer contribution / active EE | $6,778 | $3,113+117.7% | $3,754+80.6% | $2,631+157.6% |
| Participant deferral / active EE | $13,558 | $4,056+234.3% | $5,116+165.0% | $4,212+221.9% |
| Admin fee / account holder | $10,632 | $7,222+47.2% | $8,919+19.2% | $7,344+44.8% |