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 | $477,392 | $110,809+330.8% | $86,874+449.5% | $167,490+185.0% |
| Participation rate | 68.8% | 75.8%-7.0pp | 71.6%-2.9pp | 82.1%-13.4pp |
| Annual return | -0.70% | 116.98%-117.7pp | 63.52%-64.2pp | 478.56%-479.3pp |
| Employer contribution / active EE | $3,395 | $3,244+4.6% | $2,495+36.0% | $4,837-29.8% |
| Participant deferral / active EE | $6,930 | $4,546+52.4% | $3,699+87.4% | $6,341+9.3% |
| Admin fee / account holder | $15,083 | $8,415+79.2% | $5,828+158.8% | $12,309+22.5% |