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 | $661,001 | $80,717+718.9% | $154,803+327.0% | $84,808+679.4% |
| Participation rate | 65.9% | 66.8%-0.9pp | 78.1%-12.2pp | 68.3%-2.4pp |
| Annual return | 4.96% | 37.96%-33.0pp | 58.88%-53.9pp | 40.90%-35.9pp |
| Employer contribution / active EE | $38,860 | $2,761+1307.3% | $4,305+802.6% | $2,631+1377.0% |
| Participant deferral / active EE | $19,983 | $3,303+505.0% | $5,540+260.7% | $4,212+374.5% |
| Admin fee / account holder | $9,103 | $6,746+34.9% | $14,329-36.5% | $7,344+24.0% |