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 | $260,055 | $114,381+127.4% | $107,525+141.9% | $142,382+82.6% |
| Participation rate | 56.3% | 78.1%-21.9pp | 75.1%-18.8pp | 80.1%-23.9pp |
| Annual return | 11.46% | 242.71%-231.2pp | 181.32%-169.9pp | 217.08%-205.6pp |
| Employer contribution / active EE | $901 | $4,015-77.6% | $3,754-76.0% | $4,299-79.0% |
| Participant deferral / active EE | $7,372 | $5,564+32.5% | $5,116+44.1% | $6,507+13.3% |
| Admin fee / account holder | $11,713 | $9,860+18.8% | $8,919+31.3% | $12,624-7.2% |