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 | $273,981 | $175,202+56.4% | $149,673+83.1% | $139,434+96.5% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | -0.10% | 166.71%-166.8pp | 134.42%-134.5pp | 372.94%-373.0pp |
| Employer contribution / active EE | $3,088 | $5,474-43.6% | $4,818-35.9% | $4,751-35.0% |
| Participant deferral / active EE | $18,231 | $6,519+179.7% | $5,680+221.0% | $6,710+171.7% |
| Admin fee / account holder | $3,946 | $16,150-75.6% | $13,210-70.1% | $11,403-65.4% |