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 | $355,843 | $85,022+318.5% | $70,515+404.6% | $139,434+155.2% |
| Participation rate | 62.5% | 73.9%-11.4pp | 68.3%-5.8pp | 80.3%-17.8pp |
| Annual return | 7.59% | 30.38%-22.8pp | 32.77%-25.2pp | 372.94%-365.4pp |
| Employer contribution / active EE | $1,646 | $3,909-57.9% | $2,973-44.7% | $4,751-65.4% |
| Participant deferral / active EE | $7,674 | $5,890+30.3% | $4,567+68.0% | $6,710+14.4% |
| Admin fee / account holder | $43,411 | $8,906+387.4% | $6,412+577.0% | $11,403+280.7% |