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 | $264,779 | $81,460+225.0% | $103,333+156.2% | $80,856+227.5% |
| Participation rate | 17.9% | 66.8%-48.9pp | 74.5%-56.6pp | 67.6%-49.7pp |
| Annual return | 1.74% | 25.55%-23.8pp | 24.88%-23.1pp | 35.59%-33.9pp |
| Employer contribution / active EE | $982 | $3,105-68.4% | $3,868-74.6% | $2,755-64.3% |
| Participant deferral / active EE | $3,780 | $3,869-2.3% | $5,057-25.3% | $4,296-12.0% |
| Admin fee / account holder | $6,132 | $6,566-6.6% | $8,355-26.6% | $6,918-11.4% |