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 | $255,079 | $95,416+167.3% | $185,823+37.3% | $85,850+197.1% |
| Participation rate | 55.3% | 68.8%-13.5pp | 81.7%-26.4pp | 69.3%-14.1pp |
| Annual return | 9.21% | 23.59%-14.4pp | 122.05%-112.8pp | 318.53%-309.3pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,819 | $3,423+40.8% | $5,568-13.4% | $3,952+22.0% |
| Admin fee / account holder | $10,212 | $7,213+41.6% | $16,237-37.1% | $6,260+63.1% |