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 | $419,638 | $91,538+358.4% | $129,995+222.8% | $75,163+458.3% |
| Participation rate | 44.1% | 71.4%-27.4pp | 78.5%-34.4pp | 67.2%-23.1pp |
| Annual return | -5.65% | -631.11%+625.5pp | -137.18%+131.5pp | 160.62%-166.3pp |
| Employer contribution / active EE | $3,422 | $2,845+20.3% | $4,320-20.8% | $2,670+28.2% |
| Participant deferral / active EE | $7,876 | $4,341+81.4% | $5,820+35.3% | $4,125+90.9% |
| Admin fee / account holder | $5,083 | $6,790-25.1% | $10,614-52.1% | $5,651-10.0% |