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 9-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 | $453,585 | $70,756+541.1% | $65,493+592.6% | $142,382+218.6% |
| Participation rate | 60.0% | 77.4%-17.4pp | 73.1%-13.1pp | 80.1%-20.1pp |
| Annual return | 9.98% | 1754.89%-1744.9pp | 982.45%-972.5pp | 217.08%-207.1pp |
| Employer contribution / active EE | $1,229 | $2,881-57.3% | $2,574-52.3% | $4,299-71.4% |
| Participant deferral / active EE | $6,656 | $4,637+43.5% | $3,961+68.0% | $6,507+2.3% |
| Admin fee / account holder | $8,284 | $6,559+26.3% | $5,028+64.8% | $12,624-34.4% |