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 | $316,371 | $71,050+345.3% | $93,606+238.0% | $80,856+291.3% |
| Participation rate | 61.8% | 60.4%+1.4pp | 68.7%-7.0pp | 67.6%-5.9pp |
| Annual return | 9.87% | 11.26%-1.4pp | 133.20%-123.3pp | 35.59%-25.7pp |
| Employer contribution / active EE | $1,066 | $1,564-31.8% | $2,420-55.9% | $2,755-61.3% |
| Participant deferral / active EE | $5,977 | $4,034+48.2% | $4,411+35.5% | $4,296+39.1% |
| Admin fee / account holder | $66,509 | $6,945+857.7% | $8,285+702.8% | $6,918+861.4% |