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 3-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 | $403,249 | $117,983+241.8% | $101,794+296.1% | $142,382+183.2% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 9.60% | 36.92%-27.3pp | 30.53%-20.9pp | 217.08%-207.5pp |
| Employer contribution / active EE | $11,270 | $2,773+306.4% | $2,289+392.4% | $4,299+162.1% |
| Participant deferral / active EE | $2,197 | $4,714-53.4% | $4,084-46.2% | $6,507-66.2% |
| Admin fee / account holder | $31,877 | $10,433+205.5% | $8,777+263.2% | $12,624+152.5% |