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 | $314,100 | $127,065+147.2% | $113,168+177.6% | $142,382+120.6% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 9.27% | 24.03%-14.8pp | 24.27%-15.0pp | 217.08%-207.8pp |
| Employer contribution / active EE | $1,123 | $3,442-67.4% | $2,975-62.3% | $4,299-73.9% |
| Participant deferral / active EE | $4,088 | $5,716-28.5% | $5,107-20.0% | $6,507-37.2% |
| Admin fee / account holder | $121,852 | $15,736+674.4% | $12,068+909.7% | $12,624+865.3% |