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 | $1,246,874 | $56,638+2101.5% | $169,368+636.2% | $74,419+1575.5% |
| Participation rate | 0.0% | 67.5%-67.5pp | 77.1%-77.1pp | 70.7%-70.7pp |
| Annual return | 4.97% | 24.75%-19.8pp | 405.60%-400.6pp | 34.38%-29.4pp |
| Employer contribution / active EE | $0 | $2,027-100.0% | $4,013-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $0 | $4,223-100.0% | $6,221-100.0% | $4,528-100.0% |
| Admin fee / account holder | $906 | $307+195.6% | $9,003-89.9% | $348+160.5% |