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 | $357,140 | $109,881+225.0% | $150,045+138.0% | $84,808+321.1% |
| Participation rate | 43.9% | 76.1%-32.2pp | 82.3%-38.4pp | 68.3%-24.4pp |
| Annual return | 13.65% | 28.25%-14.6pp | 62.55%-48.9pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,674 | $3,561-53.0% | $4,693-64.3% | $2,631-36.4% |
| Participant deferral / active EE | $3,919 | $6,636-40.9% | $7,997-51.0% | $4,212-6.9% |
| Admin fee / account holder | $30,542 | $8,568+256.5% | $13,435+127.3% | $7,344+315.9% |