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 | $301,869 | $80,717+274.0% | $154,803+95.0% | $84,808+255.9% |
| Participation rate | 63.6% | 66.8%-3.2pp | 78.1%-14.4pp | 68.3%-4.7pp |
| Annual return | 11.36% | 37.96%-26.6pp | 58.88%-47.5pp | 40.90%-29.5pp |
| Employer contribution / active EE | $7,222 | $2,761+161.6% | $4,305+67.7% | $2,631+174.5% |
| Participant deferral / active EE | $5,167 | $3,303+56.4% | $5,540-6.7% | $4,212+22.7% |
| Admin fee / account holder | $16,194 | $6,746+140.1% | $14,329+13.0% | $7,344+120.5% |