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 | $260,150 | $209,411+24.2% | $178,490+45.8% | $158,922+63.7% |
| Participation rate | 53.8% | 86.3%-32.5pp | 81.9%-28.1pp | 82.0%-28.1pp |
| Annual return | 0.08% | 188.75%-188.7pp | 151.07%-151.0pp | 302.83%-302.7pp |
| Employer contribution / active EE | $1,244 | $5,706-78.2% | $5,011-75.2% | $4,761-73.9% |
| Participant deferral / active EE | $4,310 | $5,954-27.6% | $5,202-17.1% | $5,982-28.0% |
| Admin fee / account holder | $413,693 | $17,074+2322.9% | $13,984+2858.4% | $11,246+3578.7% |