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 | $298,414 | $125,758+137.3% | $169,993+75.5% | $75,163+297.0% |
| Participation rate | 42.9% | 83.6%-40.7pp | 87.0%-44.1pp | 67.2%-24.3pp |
| Annual return | -3.42% | 27.20%-30.6pp | 53.37%-56.8pp | 160.62%-164.0pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,477 | $6,837-19.9% | $10,408-47.4% | $4,125+32.8% |
| Admin fee / account holder | $19,467 | $8,173+138.2% | $12,815+51.9% | $5,651+244.5% |