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 | $310,007 | $165,335+87.5% | $149,696+107.1% | $158,922+95.1% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 6.13% | 348.15%-342.0pp | 276.60%-270.5pp | 302.83%-296.7pp |
| Employer contribution / active EE | $1,443 | $5,103-71.7% | $4,644-68.9% | $4,761-69.7% |
| Participant deferral / active EE | $5,408 | $7,181-24.7% | $6,842-21.0% | $5,982-9.6% |
| Admin fee / account holder | $27,700 | $10,807+156.3% | $9,309+197.6% | $11,246+146.3% |