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 | $390,944 | $80,717+384.3% | $154,803+152.5% | $84,808+361.0% |
| Participation rate | 68.0% | 66.8%+1.2pp | 78.1%-10.1pp | 68.3%-0.3pp |
| Annual return | 2.46% | 37.96%-35.5pp | 58.88%-56.4pp | 40.90%-38.4pp |
| Employer contribution / active EE | $2,565 | $2,761-7.1% | $4,305-40.4% | $2,631-2.5% |
| Participant deferral / active EE | $4,946 | $3,303+49.7% | $5,540-10.7% | $4,212+17.4% |
| Admin fee / account holder | $558 | $6,746-91.7% | $14,329-96.1% | $7,344-92.4% |