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 | $252,656 | $97,744+158.5% | $103,476+144.2% | $145,922+73.1% |
| Participation rate | 33.3% | 81.1%-47.8pp | 80.5%-47.2pp | 80.3%-46.9pp |
| Annual return | 8.84% | 25.41%-16.6pp | 23.90%-15.1pp | 561.29%-552.4pp |
| Employer contribution / active EE | $2,356 | $4,677-49.6% | $4,672-49.6% | $4,660-49.4% |
| Participant deferral / active EE | $16,805 | $6,603+154.5% | $6,623+153.8% | $6,688+151.3% |
| Admin fee / account holder | $19,547 | $12,515+56.2% | $9,413+107.7% | $13,397+45.9% |