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 | $423,955 | $177,572+138.8% | $154,803+173.9% | $142,382+197.8% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 8.36% | 65.07%-56.7pp | 58.88%-50.5pp | 217.08%-208.7pp |
| Employer contribution / active EE | $1,901 | $4,810-60.5% | $4,305-55.8% | $4,299-55.8% |
| Participant deferral / active EE | $2,327 | $6,272-62.9% | $5,540-58.0% | $6,507-64.2% |
| Admin fee / account holder | $403,856 | $16,786+2305.9% | $14,329+2718.4% | $12,624+3099.2% |