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 | $442,835 | $138,044+220.8% | $125,339+253.3% | $134,475+229.3% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -35.59% | 750.33%-785.9pp | 572.05%-607.6pp | 417.96%-453.5pp |
| Employer contribution / active EE | $9,150 | $5,243+74.5% | $4,814+90.1% | $4,740+93.1% |
| Participant deferral / active EE | $24,667 | $7,799+216.3% | $7,446+231.3% | $6,400+285.4% |
| Admin fee / account holder | $25,740 | $11,571+122.4% | $10,010+157.2% | $11,426+125.3% |