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 9-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 | $283,355 | $179,726+57.7% | $156,263+81.3% | $142,382+99.0% |
| Participation rate | 64.3% | 82.1%-17.8pp | 78.9%-14.6pp | 80.1%-15.8pp |
| Annual return | 6.17% | 77.86%-71.7pp | 59.47%-53.3pp | 217.08%-210.9pp |
| Employer contribution / active EE | $3,249 | $5,069-35.9% | $4,333-25.0% | $4,299-24.4% |
| Participant deferral / active EE | $7,887 | $6,956+13.4% | $6,158+28.1% | $6,507+21.2% |
| Admin fee / account holder | $1,031 | $17,272-94.0% | $14,255-92.8% | $12,624-91.8% |