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 | $293,275 | $159,602+83.8% | $150,045+95.5% | $142,382+106.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 6.76% | 70.24%-63.5pp | 62.55%-55.8pp | 217.08%-210.3pp |
| Employer contribution / active EE | $2,788 | $4,961-43.8% | $4,693-40.6% | $4,299-35.2% |
| Participant deferral / active EE | $4,793 | $8,310-42.3% | $7,997-40.1% | $6,507-26.3% |
| Admin fee / account holder | $139,713 | $14,846+841.1% | $13,435+939.9% | $12,624+1006.8% |