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 | $602,210 | $162,781+270.0% | $133,956+349.6% | $158,922+278.9% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 2.86% | 41.94%-39.1pp | 45.09%-42.2pp | 302.83%-300.0pp |
| Employer contribution / active EE | $4,208 | $4,975-15.4% | $3,919+7.4% | $4,761-11.6% |
| Participant deferral / active EE | $13,948 | $5,911+136.0% | $5,048+176.3% | $5,982+133.2% |
| Admin fee / account holder | $13,207 | $11,736+12.5% | $8,927+47.9% | $11,246+17.4% |