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 | $1,338,783 | $70,606+1796.1% | $53,898+2383.9% | $142,382+840.3% |
| Participation rate | 66.7% | 63.7%+3.0pp | 55.0%+11.7pp | 80.1%-13.5pp |
| Annual return | 6.57% | 619.81%-613.2pp | 528.60%-522.0pp | 217.08%-210.5pp |
| Employer contribution / active EE | $16,514 | $1,202+1273.8% | $932+1671.8% | $4,299+284.1% |
| Participant deferral / active EE | $15,139 | $2,364+540.4% | $1,826+729.0% | $6,507+132.7% |
| Admin fee / account holder | $23,615 | $2,852+728.1% | $2,491+848.1% | $12,624+87.1% |