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 | $259,620 | $74,927+246.5% | $101,794+155.0% | $84,808+206.1% |
| Participation rate | 44.2% | 61.4%-17.2pp | 69.2%-25.0pp | 68.3%-24.2pp |
| Annual return | 11.89% | 18.70%-6.8pp | 30.53%-18.6pp | 40.90%-29.0pp |
| Employer contribution / active EE | $1,409 | $1,522-7.4% | $2,289-38.5% | $2,631-46.5% |
| Participant deferral / active EE | $4,125 | $3,099+33.1% | $4,084+1.0% | $4,212-2.1% |
| Admin fee / account holder | $133,767 | $6,514+1953.6% | $8,777+1424.1% | $7,344+1721.5% |