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 | $339,662 | $80,717+320.8% | $154,803+119.4% | $84,808+300.5% |
| Participation rate | 55.2% | 66.8%-11.6pp | 78.1%-22.9pp | 68.3%-13.1pp |
| Annual return | 13.08% | 37.96%-24.9pp | 58.88%-45.8pp | 40.90%-27.8pp |
| Employer contribution / active EE | $3,026 | $2,761+9.6% | $4,305-29.7% | $2,631+15.0% |
| Participant deferral / active EE | $7,020 | $3,303+112.5% | $5,540+26.7% | $4,212+66.7% |
| Admin fee / account holder | $12,134 | $6,746+79.9% | $14,329-15.3% | $7,344+65.2% |