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 | $278,346 | $159,901+74.1% | $146,958+89.4% | $145,922+90.8% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-12.9pp | 80.3%-11.0pp |
| Annual return | 9.22% | 98.13%-88.9pp | 418.34%-409.1pp | 561.29%-552.1pp |
| Employer contribution / active EE | $3,714 | $5,286-29.7% | $4,933-24.7% | $4,660-20.3% |
| Participant deferral / active EE | $9,107 | $8,428+8.0% | $8,070+12.8% | $6,688+36.2% |
| Admin fee / account holder | $3,760 | $15,044-75.0% | $12,998-71.1% | $13,397-71.9% |