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 | $359,609 | $71,050+406.1% | $93,606+284.2% | $80,856+344.7% |
| Participation rate | 13.8% | 60.4%-46.6pp | 68.7%-54.9pp | 67.6%-53.8pp |
| Annual return | 7.51% | 11.26%-3.8pp | 133.20%-125.7pp | 35.59%-28.1pp |
| Employer contribution / active EE | $864 | $1,564-44.7% | $2,420-64.3% | $2,755-68.6% |
| Participant deferral / active EE | $1,509 | $4,034-62.6% | $4,411-65.8% | $4,296-64.9% |
| Admin fee / account holder | $85,585 | $6,945+1132.4% | $8,285+933.0% | $6,918+1137.1% |