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 | $422,392 | $175,202+141.1% | $149,673+182.2% | $139,434+202.9% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 7.30% | 166.71%-159.4pp | 134.42%-127.1pp | 372.94%-365.6pp |
| Employer contribution / active EE | $2,111 | $5,474-61.4% | $4,818-56.2% | $4,751-55.6% |
| Participant deferral / active EE | $11,000 | $6,519+68.7% | $5,680+93.7% | $6,710+63.9% |
| Admin fee / account holder | $61,624 | $16,150+281.6% | $13,210+366.5% | $11,403+440.4% |