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 | $292,998 | $117,841+148.6% | $102,423+186.1% | $145,922+100.8% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 5.64% | 31.65%-26.0pp | 29.32%-23.7pp | 561.29%-555.6pp |
| Employer contribution / active EE | $3,284 | $3,615-9.2% | $3,023+8.6% | $4,660-29.5% |
| Participant deferral / active EE | $10,842 | $5,731+89.2% | $5,053+114.6% | $6,688+62.1% |
| Admin fee / account holder | $30,147 | $13,326+126.2% | $9,451+219.0% | $13,397+125.0% |