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 8-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 | $294,713 | $159,602+84.7% | $150,045+96.4% | $142,382+107.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 1.36% | 70.24%-68.9pp | 62.55%-61.2pp | 217.08%-215.7pp |
| Employer contribution / active EE | $4,190 | $4,961-15.5% | $4,693-10.7% | $4,299-2.5% |
| Participant deferral / active EE | $9,333 | $8,310+12.3% | $7,997+16.7% | $6,507+43.4% |
| Admin fee / account holder | $10,150 | $14,846-31.6% | $13,435-24.5% | $12,624-19.6% |