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 | $354,504 | $140,940+151.5% | $112,229+215.9% | $139,434+154.2% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | 3.57% | 32.71%-29.1pp | 30.20%-26.6pp | 372.94%-369.4pp |
| Employer contribution / active EE | $1,790 | $4,283-58.2% | $3,430-47.8% | $4,751-62.3% |
| Participant deferral / active EE | $8,600 | $5,874+46.4% | $4,798+79.2% | $6,710+28.2% |
| Admin fee / account holder | $27,081 | $9,954+172.1% | $7,748+249.5% | $11,403+137.5% |