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 | $858,848 | $163,101+426.6% | $136,749+528.0% | $142,382+503.2% |
| Participation rate | 66.7% | 78.2%-11.6pp | 72.1%-5.5pp | 80.1%-13.5pp |
| Annual return | 5.91% | 27.54%-21.6pp | 24.33%-18.4pp | 217.08%-211.2pp |
| Employer contribution / active EE | $2,083 | $4,117-49.4% | $3,400-38.7% | $4,299-51.5% |
| Participant deferral / active EE | $7,333 | $5,585+31.3% | $4,692+56.3% | $6,507+12.7% |
| Admin fee / account holder | $40,009 | $14,318+179.4% | $11,386+251.4% | $12,624+216.9% |