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 | $255,547 | $89,753+184.7% | $107,525+137.7% | $84,808+201.3% |
| Participation rate | 64.8% | 68.1%-3.2pp | 75.1%-10.3pp | 68.3%-3.5pp |
| Annual return | 11.61% | 29.48%-17.9pp | 181.32%-169.7pp | 40.90%-29.3pp |
| Employer contribution / active EE | $6,237 | $3,113+100.3% | $3,754+66.2% | $2,631+137.1% |
| Participant deferral / active EE | $8,579 | $4,056+111.5% | $5,116+67.7% | $4,212+103.7% |
| Admin fee / account holder | $29,665 | $7,222+310.8% | $8,919+232.6% | $7,344+304.0% |