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 | $704,453 | $100,773+599.0% | $88,946+692.0% | $142,382+394.8% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 5.28% | 70.18%-64.9pp | 57.82%-52.5pp | 217.08%-211.8pp |
| Employer contribution / active EE | $1,757 | $2,918-39.8% | $2,555-31.2% | $4,299-59.1% |
| Participant deferral / active EE | $4,333 | $5,230-17.1% | $4,581-5.4% | $6,507-33.4% |
| Admin fee / account holder | $10,255 | $9,693+5.8% | $8,261+24.1% | $12,624-18.8% |