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 | $491,131 | $133,922+266.7% | $116,228+322.6% | $142,382+244.9% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.6%-17.4pp | 80.1%-23.0pp |
| Annual return | 6.85% | 147.76%-140.9pp | 90.06%-83.2pp | 217.08%-210.2pp |
| Employer contribution / active EE | $4,665 | $3,446+35.4% | $2,994+55.8% | $4,299+8.5% |
| Participant deferral / active EE | $11,800 | $5,672+108.0% | $4,953+138.2% | $6,507+81.3% |
| Admin fee / account holder | $425,339 | $14,945+2746.1% | $11,989+3447.7% | $12,624+3269.4% |