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 | $416,969 | $74,888+456.8% | $71,209+485.6% | $142,382+192.9% |
| Participation rate | 18.2% | 76.2%-58.0pp | 73.8%-55.6pp | 80.1%-61.9pp |
| Annual return | 12.68% | 345.14%-332.5pp | 282.51%-269.8pp | 217.08%-204.4pp |
| Employer contribution / active EE | $1,333 | $2,854-53.3% | $2,721-51.0% | $4,299-69.0% |
| Participant deferral / active EE | $4,955 | $4,454+11.2% | $4,175+18.7% | $6,507-23.9% |
| Admin fee / account holder | $1,235 | $5,568-77.8% | $5,349-76.9% | $12,624-90.2% |