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 | $617,414 | $74,888+724.4% | $71,209+767.0% | $142,382+333.6% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.1%-46.8pp |
| Annual return | 10.52% | 345.14%-334.6pp | 282.51%-272.0pp | 217.08%-206.6pp |
| Employer contribution / active EE | $1,056 | $2,854-63.0% | $2,721-61.2% | $4,299-75.4% |
| Participant deferral / active EE | $10,333 | $4,454+132.0% | $4,175+147.5% | $6,507+58.8% |
| Admin fee / account holder | $581,420 | $5,568+10341.5% | $5,349+10770.1% | $12,624+4505.8% |