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 | $596,026 | $102,966+478.9% | $90,281+560.2% | $152,861+289.9% |
| Participation rate | 25.0% | 75.9%-50.9pp | 73.3%-48.3pp | 82.4%-57.4pp |
| Annual return | 4.86% | 95.16%-90.3pp | 78.10%-73.2pp | 345.32%-340.5pp |
| Employer contribution / active EE | $2,966 | $3,139-5.5% | $2,854+3.9% | $4,762-37.7% |
| Participant deferral / active EE | $3,481 | $4,281-18.7% | $3,885-10.4% | $5,850-40.5% |
| Admin fee / account holder | $1,904 | $6,171-69.1% | $5,351-64.4% | $11,596-83.6% |