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 | $401,317 | $80,717+397.2% | $154,803+159.2% | $84,808+373.2% |
| Participation rate | 69.0% | 66.8%+2.2pp | 78.1%-9.1pp | 68.3%+0.7pp |
| Annual return | 9.98% | 37.96%-28.0pp | 58.88%-48.9pp | 40.90%-30.9pp |
| Employer contribution / active EE | $18,603 | $2,761+573.7% | $4,305+332.1% | $2,631+607.1% |
| Participant deferral / active EE | $9,660 | $3,303+192.4% | $5,540+74.3% | $4,212+129.4% |
| Admin fee / account holder | $12,568 | $6,746+86.3% | $14,329-12.3% | $7,344+71.1% |