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 | $476,952 | $175,202+172.2% | $149,673+218.7% | $139,434+242.1% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 10.01% | 166.71%-156.7pp | 134.42%-124.4pp | 372.94%-362.9pp |
| Employer contribution / active EE | $1,720 | $5,474-68.6% | $4,818-64.3% | $4,751-63.8% |
| Participant deferral / active EE | $6,120 | $6,519-6.1% | $5,680+7.7% | $6,710-8.8% |
| Admin fee / account holder | $3,351 | $16,150-79.3% | $13,210-74.6% | $11,403-70.6% |