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 | $282,992 | $80,717+250.6% | $154,803+82.8% | $84,808+233.7% |
| Participation rate | 40.7% | 66.8%-26.1pp | 78.1%-37.3pp | 68.3%-27.6pp |
| Annual return | 12.28% | 37.96%-25.7pp | 58.88%-46.6pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,468 | $2,761-46.8% | $4,305-65.9% | $2,631-44.2% |
| Participant deferral / active EE | $3,126 | $3,303-5.4% | $5,540-43.6% | $4,212-25.8% |
| Admin fee / account holder | $3,730 | $6,746-44.7% | $14,329-74.0% | $7,344-49.2% |