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 | $548,184 | $159,602+243.5% | $150,045+265.3% | $142,382+285.0% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.3%-22.3pp | 80.1%-20.1pp |
| Annual return | 8.07% | 70.24%-62.2pp | 62.55%-54.5pp | 217.08%-209.0pp |
| Employer contribution / active EE | $934 | $4,961-81.2% | $4,693-80.1% | $4,299-78.3% |
| Participant deferral / active EE | $7,091 | $8,310-14.7% | $7,997-11.3% | $6,507+9.0% |
| Admin fee / account holder | $4,239 | $14,846-71.4% | $13,435-68.4% | $12,624-66.4% |