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 7-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 | $513,824 | $114,381+349.2% | $107,525+377.9% | $142,382+260.9% |
| Participation rate | 29.2% | 78.1%-49.0pp | 75.1%-45.9pp | 80.1%-51.0pp |
| Annual return | 5.43% | 242.71%-237.3pp | 181.32%-175.9pp | 217.08%-211.6pp |
| Employer contribution / active EE | $1,426 | $4,015-64.5% | $3,754-62.0% | $4,299-66.8% |
| Participant deferral / active EE | $3,558 | $5,564-36.1% | $5,116-30.5% | $6,507-45.3% |
| Admin fee / account holder | $1,304 | $9,860-86.8% | $8,919-85.4% | $12,624-89.7% |