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 | $1,195,517 | $106,584+1021.7% | $101,326+1079.9% | $142,382+739.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 10.58% | 36.93%-26.3pp | 36.82%-26.2pp | 217.08%-206.5pp |
| Employer contribution / active EE | $16,110 | $3,956+307.2% | $3,665+339.5% | $4,299+274.7% |
| Participant deferral / active EE | $9,260 | $8,297+11.6% | $7,994+15.8% | $6,507+42.3% |
| Admin fee / account holder | $10,568 | $11,446-7.7% | $11,185-5.5% | $12,624-16.3% |