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 | $301,095 | $133,958+124.8% | $112,228+168.3% | $134,475+123.9% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -26.14% | 47.11%-73.3pp | 27.45%-53.6pp | 417.96%-444.1pp |
| Employer contribution / active EE | $1,754 | $4,038-56.6% | $3,635-51.7% | $4,740-63.0% |
| Participant deferral / active EE | $4,463 | $5,291-15.6% | $4,728-5.6% | $6,400-30.3% |
| Admin fee / account holder | $2,223 | $7,489-70.3% | $6,410-65.3% | $11,426-80.5% |