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 | $478,931 | $95,266+402.7% | $82,389+481.3% | $142,382+236.4% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.5%-2.9pp | 80.1%-13.5pp |
| Annual return | 0.36% | 25.74%-25.4pp | 28.67%-28.3pp | 217.08%-216.7pp |
| Employer contribution / active EE | $2,783 | $2,991-7.0% | $2,517+10.6% | $4,299-35.3% |
| Participant deferral / active EE | $2,083 | $4,809-56.7% | $4,155-49.9% | $6,507-68.0% |
| Admin fee / account holder | $15,055 | $8,563+75.8% | $7,231+108.2% | $12,624+19.3% |