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 | $595,997 | $197,591+201.6% | $177,821+235.2% | $158,922+275.0% |
| Participation rate | 55.0% | 88.5%-33.5pp | 87.7%-32.7pp | 82.0%-27.0pp |
| Annual return | -0.89% | 58.76%-59.6pp | 48.32%-49.2pp | 302.83%-303.7pp |
| Employer contribution / active EE | $1,710 | $6,697-74.5% | $5,918-71.1% | $4,761-64.1% |
| Participant deferral / active EE | $10,066 | $8,405+19.8% | $7,714+30.5% | $5,982+68.3% |
| Admin fee / account holder | $4,483 | $15,399-70.9% | $12,427-63.9% | $11,246-60.1% |