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 | $493,599 | $88,751+456.2% | $81,812+503.3% | $145,922+238.3% |
| Participation rate | 28.6% | 75.0%-46.5pp | 72.3%-43.8pp | 80.3%-51.7pp |
| Annual return | 6.18% | 1025.40%-1019.2pp | 773.79%-767.6pp | 561.29%-555.1pp |
| Employer contribution / active EE | $1,124 | $3,083-63.5% | $2,912-61.4% | $4,660-75.9% |
| Participant deferral / active EE | $3,181 | $4,643-31.5% | $4,319-26.3% | $6,688-52.4% |
| Admin fee / account holder | $16,419 | $8,415+95.1% | $7,386+122.3% | $13,397+22.6% |