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 | $309,315 | $39,019+692.7% | $80,716+283.2% | $85,850+260.3% |
| Participation rate | 7.7% | 41.5%-33.9pp | 54.2%-46.5pp | 69.3%-61.6pp |
| Annual return | 8.60% | 26.27%-17.7pp | 87.28%-78.7pp | 318.53%-309.9pp |
| Employer contribution / active EE | $163 | $722-77.5% | $1,160-86.0% | $2,565-93.7% |
| Participant deferral / active EE | $1,017 | $1,326-23.3% | $2,146-52.6% | $3,952-74.3% |
| Admin fee / account holder | $2,477 | $2,431+1.9% | $3,380-26.7% | $6,260-60.4% |