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 | $620,014 | $158,398+291.4% | $126,539+390.0% | $142,382+335.5% |
| Participation rate | 66.7% | 75.8%-9.1pp | 69.8%-3.2pp | 80.1%-13.5pp |
| Annual return | 7.15% | 593.76%-586.6pp | 425.95%-418.8pp | 217.08%-209.9pp |
| Employer contribution / active EE | $26,909 | $4,650+478.7% | $3,674+632.4% | $4,299+525.9% |
| Participant deferral / active EE | $7,833 | $4,767+64.3% | $4,083+91.9% | $6,507+20.4% |
| Admin fee / account holder | $28,930 | $6,918+318.2% | $6,065+377.0% | $12,624+129.2% |