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 | $308,773 | $159,602+93.5% | $150,045+105.8% | $142,382+116.9% |
| Participation rate | 16.7% | 84.0%-67.3pp | 82.3%-65.7pp | 80.1%-63.5pp |
| Annual return | 12.36% | 70.24%-57.9pp | 62.55%-50.2pp | 217.08%-204.7pp |
| Employer contribution / active EE | $3,478 | $4,961-29.9% | $4,693-25.9% | $4,299-19.1% |
| Participant deferral / active EE | $7,757 | $8,310-6.7% | $7,997-3.0% | $6,507+19.2% |
| Admin fee / account holder | $111,507 | $14,846+651.1% | $13,435+730.0% | $12,624+783.3% |