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 | $282,742 | $177,572+59.2% | $154,803+82.6% | $142,382+98.6% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.1%-44.7pp | 80.1%-46.8pp |
| Annual return | 10.89% | 65.07%-54.2pp | 58.88%-48.0pp | 217.08%-206.2pp |
| Employer contribution / active EE | $1,547 | $4,810-67.8% | $4,305-64.1% | $4,299-64.0% |
| Participant deferral / active EE | $2,162 | $6,272-65.5% | $5,540-61.0% | $6,507-66.8% |
| Admin fee / account holder | $7,615 | $16,786-54.6% | $14,329-46.9% | $12,624-39.7% |