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 | $640,766 | $210,648+204.2% | $177,989+260.0% | $145,922+339.1% |
| Participation rate | 40.0% | 80.8%-40.8pp | 77.1%-37.1pp | 80.3%-40.3pp |
| Annual return | 7.61% | 385.86%-378.3pp | 294.48%-286.9pp | 561.29%-553.7pp |
| Employer contribution / active EE | $10,400 | $4,565+127.8% | $3,949+163.4% | $4,660+123.2% |
| Participant deferral / active EE | $10,000 | $6,958+43.7% | $6,276+59.3% | $6,688+49.5% |
| Admin fee / account holder | $24,101 | $12,013+100.6% | $10,363+132.6% | $13,397+79.9% |