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 | $269,281 | $202,318+33.1% | $172,739+55.9% | $152,861+76.2% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 11.95% | 1029.65%-1017.7pp | 802.84%-790.9pp | 345.32%-333.4pp |
| Employer contribution / active EE | $2,574 | $5,856-56.0% | $5,143-49.9% | $4,762-46.0% |
| Participant deferral / active EE | $6,750 | $5,948+13.5% | $5,198+29.9% | $5,850+15.4% |
| Admin fee / account holder | $2,104 | $17,109-87.7% | $13,954-84.9% | $11,596-81.9% |