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 | $573,499 | $98,750+480.8% | $149,696+283.1% | $79,858+618.1% |
| Participation rate | 24.0% | 75.8%-51.8pp | 82.5%-58.5pp | 69.6%-45.6pp |
| Annual return | 10.98% | 27.43%-16.4pp | 276.60%-265.6pp | 31.71%-20.7pp |
| Employer contribution / active EE | $5,825 | $3,216+81.1% | $4,644+25.4% | $2,471+135.7% |
| Participant deferral / active EE | $3,842 | $5,680-32.4% | $6,842-43.8% | $3,740+2.7% |
| Admin fee / account holder | $4,569 | $6,053-24.5% | $9,309-50.9% | $5,306-13.9% |