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 | $275,095 | $93,024+195.7% | $77,024+257.2% | $134,475+104.6% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -21.51% | 62.60%-84.1pp | 42.32%-63.8pp | 417.96%-439.5pp |
| Employer contribution / active EE | $4,983 | $3,418+45.8% | $2,812+77.2% | $4,740+5.1% |
| Participant deferral / active EE | $7,527 | $5,238+43.7% | $4,426+70.0% | $6,400+17.6% |
| Admin fee / account holder | $403 | $6,944-94.2% | $5,425-92.6% | $11,426-96.5% |