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 | $2,318,111 | $93,571+2377.4% | $135,903+1605.7% | $75,163+2984.1% |
| Participation rate | 57.1% | 75.2%-18.0pp | 81.9%-24.8pp | 67.2%-10.0pp |
| Annual return | 12.16% | 30.90%-18.7pp | 68.23%-56.1pp | 160.62%-148.5pp |
| Employer contribution / active EE | $12,388 | $3,537+250.3% | $4,856+155.1% | $2,670+364.0% |
| Participant deferral / active EE | $8,062 | $6,404+25.9% | $7,758+3.9% | $4,125+95.4% |
| Admin fee / account holder | $45,072 | $6,975+546.2% | $10,762+318.8% | $5,651+697.6% |