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 | $260,874 | $56,053+365.4% | $75,972+243.4% | $80,856+222.6% |
| Participation rate | 33.3% | 62.0%-28.7pp | 69.1%-35.7pp | 67.6%-34.3pp |
| Annual return | 8.19% | 20.53%-12.3pp | 359.55%-351.4pp | 35.59%-27.4pp |
| Employer contribution / active EE | $1,189 | $1,874-36.5% | $2,685-55.7% | $2,755-56.8% |
| Participant deferral / active EE | $2,823 | $3,052-7.5% | $4,255-33.7% | $4,296-34.3% |
| Admin fee / account holder | $18,010 | $5,234+244.1% | $6,467+178.5% | $6,918+160.3% |