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 | $253,268 | $95,803+164.4% | $113,168+123.8% | $84,808+198.6% |
| Participation rate | 53.6% | 72.9%-19.3pp | 76.6%-23.0pp | 68.3%-14.7pp |
| Annual return | 9.50% | 25.00%-15.5pp | 24.27%-14.8pp | 40.90%-31.4pp |
| Employer contribution / active EE | $1,770 | $2,360-25.0% | $2,975-40.5% | $2,631-32.7% |
| Participant deferral / active EE | $4,527 | $4,242+6.7% | $5,107-11.4% | $4,212+7.5% |
| Admin fee / account holder | $19,772 | $8,989+120.0% | $12,068+63.8% | $7,344+169.2% |