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 | $344,031 | $114,381+200.8% | $107,525+220.0% | $142,382+141.6% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 9.44% | 242.71%-233.3pp | 181.32%-171.9pp | 217.08%-207.6pp |
| Employer contribution / active EE | $5,075 | $4,015+26.4% | $3,754+35.2% | $4,299+18.0% |
| Participant deferral / active EE | $11,750 | $5,564+111.2% | $5,116+129.7% | $6,507+80.6% |
| Admin fee / account holder | $164,983 | $9,860+1573.2% | $8,919+1749.9% | $12,624+1206.9% |