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 | $371,780 | $109,327+240.1% | $89,391+315.9% | $158,922+133.9% |
| Participation rate | 33.3% | 74.3%-40.9pp | 68.0%-34.6pp | 82.0%-48.6pp |
| Annual return | 3.19% | 345.68%-342.5pp | 245.62%-242.4pp | 302.83%-299.6pp |
| Employer contribution / active EE | $1,088 | $3,170-65.7% | $2,586-57.9% | $4,761-77.1% |
| Participant deferral / active EE | $5,199 | $4,598+13.1% | $3,890+33.7% | $5,982-13.1% |
| Admin fee / account holder | $483 | $6,153-92.1% | $4,881-90.1% | $11,246-95.7% |