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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $262,257 | $83,902+212.6% | $167,512+56.6% | $84,808+209.2% |
| Participation rate | 0.0% | 66.5%-66.5pp | 77.1%-77.1pp | 68.3%-68.3pp |
| Annual return | 12.63% | 91.55%-78.9pp | 1615.79%-1603.2pp | 40.90%-28.3pp |
| Employer contribution / active EE | $3,778 | $2,264+66.9% | $3,882-2.7% | $2,631+43.6% |
| Participant deferral / active EE | $8,457 | $4,442+90.4% | $6,405+32.0% | $4,212+100.8% |
| Admin fee / account holder | $11,671 | $7,915+47.4% | $9,769+19.5% | $7,344+58.9% |