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 | $917,863 | $105,126+773.1% | $94,646+869.8% | $139,434+558.3% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 11.47% | 38.03%-26.6pp | 156.71%-145.2pp | 372.94%-361.5pp |
| Employer contribution / active EE | $14,162 | $4,106+245.0% | $3,672+285.7% | $4,751+198.1% |
| Participant deferral / active EE | $12,207 | $7,599+60.6% | $7,418+64.6% | $6,710+81.9% |
| Admin fee / account holder | $5,530 | $8,984-38.4% | $7,231-23.5% | $11,403-51.5% |