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 | $364,274 | $88,707+310.6% | $74,183+391.0% | $273,961+33.0% |
| Participation rate | 57.1% | 79.4%-22.3pp | 76.6%-19.5pp | 83.0%-25.9pp |
| Annual return | -1.06% | 11.94%-13.0pp | 17.74%-18.8pp | 41.45%-42.5pp |
| Employer contribution / active EE | $1,847 | $3,159-41.5% | $2,370-22.1% | $4,869-62.1% |
| Participant deferral / active EE | $8,466 | $4,212+101.0% | $3,550+138.5% | $5,287+60.1% |
| Admin fee / account holder | $6,325 | $8,717-27.4% | $5,586+13.2% | $10,132-37.6% |