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 | $421,992 | $99,877+322.5% | $84,966+396.7% | $145,922+189.2% |
| Participation rate | 57.1% | 74.1%-16.9pp | 67.5%-10.4pp | 80.3%-23.1pp |
| Annual return | 4.73% | 83.76%-79.0pp | 66.38%-61.6pp | 561.29%-556.6pp |
| Employer contribution / active EE | $15,168 | $3,231+369.4% | $2,727+456.2% | $4,660+225.5% |
| Participant deferral / active EE | $10,269 | $5,291+94.1% | $4,519+127.2% | $6,688+53.6% |
| Admin fee / account holder | $3,664 | $7,248-49.4% | $6,149-40.4% | $13,397-72.6% |