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 | $374,799 | $111,724+235.5% | $93,606+300.4% | $145,922+156.8% |
| Participation rate | 42.9% | 74.2%-31.4pp | 68.7%-25.9pp | 80.3%-37.4pp |
| Annual return | 6.53% | 202.98%-196.4pp | 133.20%-126.7pp | 561.29%-554.8pp |
| Employer contribution / active EE | $1,216 | $3,090-60.6% | $2,420-49.7% | $4,660-73.9% |
| Participant deferral / active EE | $6,571 | $4,912+33.8% | $4,411+49.0% | $6,688-1.7% |
| Admin fee / account holder | $2,960 | $10,250-71.1% | $8,285-64.3% | $13,397-77.9% |