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 | $261,091 | $63,764+309.5% | $81,930+218.7% | $79,858+226.9% |
| Participation rate | 64.5% | 67.5%-3.0pp | 72.0%-7.5pp | 69.6%-5.1pp |
| Annual return | 9.59% | 22.66%-13.1pp | 29.49%-19.9pp | 31.71%-22.1pp |
| Employer contribution / active EE | $2,660 | $1,795+48.1% | $4,310-38.3% | $2,471+7.6% |
| Participant deferral / active EE | $7,383 | $2,780+165.5% | $7,107+3.9% | $3,740+97.4% |
| Admin fee / account holder | $37,830 | $4,426+754.7% | $5,158+633.4% | $5,306+612.9% |