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 | $373,445 | $109,413+241.3% | $156,263+139.0% | $84,808+340.3% |
| Participation rate | 62.9% | 72.7%-9.8pp | 78.9%-16.1pp | 68.3%-5.5pp |
| Annual return | 12.35% | 20.18%-7.8pp | 59.47%-47.1pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,633 | $2,907-43.8% | $4,333-62.3% | $2,631-37.9% |
| Participant deferral / active EE | $7,546 | $4,590+64.4% | $6,158+22.5% | $4,212+79.2% |
| Admin fee / account holder | $30,769 | $9,357+228.8% | $14,255+115.9% | $7,344+319.0% |