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 | $441,624 | $148,534+197.3% | $135,903+225.0% | $139,434+216.7% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 8.32% | 79.19%-70.9pp | 68.23%-59.9pp | 372.94%-364.6pp |
| Employer contribution / active EE | $1,408 | $5,243-73.2% | $4,856-71.0% | $4,751-70.4% |
| Participant deferral / active EE | $5,667 | $8,100-30.0% | $7,758-27.0% | $6,710-15.6% |
| Admin fee / account holder | $3,320 | $12,400-73.2% | $10,762-69.2% | $11,403-70.9% |