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 | $411,212 | $189,613+116.9% | $167,512+145.5% | $142,382+188.8% |
| Participation rate | 33.3% | 80.1%-46.8pp | 77.1%-43.7pp | 80.1%-46.8pp |
| Annual return | 6.61% | 2024.68%-2018.1pp | 1615.79%-1609.2pp | 217.08%-210.5pp |
| Employer contribution / active EE | $1,637 | $4,349-62.4% | $3,882-57.8% | $4,299-61.9% |
| Participant deferral / active EE | $5,579 | $6,981-20.1% | $6,405-12.9% | $6,507-14.3% |
| Admin fee / account holder | $1,089,663 | $10,528+10249.9% | $9,769+11054.3% | $12,624+8531.9% |