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 | $302,904 | $183,519+65.1% | $155,509+94.8% | $145,922+107.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 8.52% | 61.17%-52.6pp | 64.67%-56.2pp | 561.29%-552.8pp |
| Employer contribution / active EE | $2,517 | $5,313-52.6% | $4,672-46.1% | $4,660-46.0% |
| Participant deferral / active EE | $7,337 | $6,462+13.5% | $5,626+30.4% | $6,688+9.7% |
| Admin fee / account holder | $6,657 | $19,313-65.5% | $15,912-58.2% | $13,397-50.3% |