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 | $286,595 | $183,519+56.2% | $155,509+84.3% | $145,922+96.4% |
| Participation rate | 61.5% | 82.7%-21.1pp | 78.2%-16.6pp | 80.3%-18.7pp |
| Annual return | 8.22% | 61.17%-53.0pp | 64.67%-56.5pp | 561.29%-553.1pp |
| Employer contribution / active EE | $2,889 | $5,313-45.6% | $4,672-38.2% | $4,660-38.0% |
| Participant deferral / active EE | $5,363 | $6,462-17.0% | $5,626-4.7% | $6,688-19.8% |
| Admin fee / account holder | $38,285 | $19,313+98.2% | $15,912+140.6% | $13,397+185.8% |