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 | $325,770 | $104,974+210.3% | $95,585+240.8% | $142,382+128.8% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 8.72% | 210.33%-201.6pp | 38.56%-29.8pp | 217.08%-208.4pp |
| Employer contribution / active EE | $4,091 | $2,779+47.2% | $2,527+61.9% | $4,299-4.8% |
| Participant deferral / active EE | $15,667 | $4,352+260.0% | $4,023+289.5% | $6,507+140.8% |
| Admin fee / account holder | $667 | $6,386-89.6% | $6,127-89.1% | $12,624-94.7% |