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 | $253,250 | $68,719+268.5% | $91,541+176.7% | $84,808+198.6% |
| Participation rate | 51.5% | 64.5%-13.0pp | 69.8%-18.3pp | 68.3%-16.8pp |
| Annual return | 11.56% | 19.12%-7.6pp | 20.50%-8.9pp | 40.90%-29.3pp |
| Employer contribution / active EE | $817 | $1,920-57.4% | $2,505-67.4% | $2,631-68.9% |
| Participant deferral / active EE | $6,993 | $3,136+123.0% | $4,008+74.5% | $4,212+66.0% |
| Admin fee / account holder | $58,475 | $5,786+910.6% | $6,956+740.6% | $7,344+696.3% |