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 | $716,086 | $39,019+1735.2% | $80,716+787.2% | $85,850+734.1% |
| Participation rate | 7.7% | 41.5%-33.9pp | 54.2%-46.5pp | 69.3%-61.6pp |
| Annual return | -1.02% | 26.27%-27.3pp | 87.28%-88.3pp | 318.53%-319.6pp |
| Employer contribution / active EE | $530 | $722-26.6% | $1,160-54.3% | $2,565-79.4% |
| Participant deferral / active EE | $1,958 | $1,326+47.7% | $2,146-8.8% | $3,952-50.5% |
| Admin fee / account holder | $8,432 | $2,431+246.9% | $3,380+149.5% | $6,260+34.7% |