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 | $303,478 | $102,317+196.6% | $146,958+106.5% | $80,856+275.3% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.2%-22.2pp | 67.6%-7.6pp |
| Annual return | 10.64% | 134.76%-124.1pp | 418.34%-407.7pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,045 | $3,713-71.9% | $4,933-78.8% | $2,755-62.1% |
| Participant deferral / active EE | $7,684 | $6,644+15.7% | $8,070-4.8% | $4,296+78.9% |
| Admin fee / account holder | $49,383 | $7,941+521.8% | $12,998+279.9% | $6,918+613.8% |