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 | $707,959 | $117,381+503.1% | $99,443+611.9% | $152,861+363.1% |
| Participation rate | 66.7% | 77.5%-10.9pp | 73.8%-7.2pp | 82.4%-15.8pp |
| Annual return | 4.00% | 31.87%-27.9pp | 30.72%-26.7pp | 345.32%-341.3pp |
| Employer contribution / active EE | $3,044 | $3,013+1.1% | $2,540+19.9% | $4,762-36.1% |
| Participant deferral / active EE | $12,667 | $4,086+210.0% | $3,619+250.0% | $5,850+116.5% |
| Admin fee / account holder | $2,498 | $7,631-67.3% | $6,250-60.0% | $11,596-78.5% |