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 | $299,697 | $68,719+336.1% | $91,541+227.4% | $84,808+253.4% |
| Participation rate | 66.7% | 64.5%+2.2pp | 69.8%-3.1pp | 68.3%-1.6pp |
| Annual return | 10.85% | 19.12%-8.3pp | 20.50%-9.7pp | 40.90%-30.0pp |
| Employer contribution / active EE | $17,368 | $1,920+804.7% | $2,505+593.4% | $2,631+560.1% |
| Participant deferral / active EE | $2,000 | $3,136-36.2% | $4,008-50.1% | $4,212-52.5% |
| Admin fee / account holder | $27,348 | $5,786+372.6% | $6,956+293.1% | $7,344+272.4% |