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 | $317,634 | $138,044+130.1% | $125,339+153.4% | $134,475+136.2% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -21.60% | 750.33%-771.9pp | 572.05%-593.7pp | 417.96%-439.6pp |
| Employer contribution / active EE | $1,664 | $5,243-68.3% | $4,814-65.4% | $4,740-64.9% |
| Participant deferral / active EE | $4,100 | $7,799-47.4% | $7,446-44.9% | $6,400-35.9% |
| Admin fee / account holder | $614 | $11,571-94.7% | $10,010-93.9% | $11,426-94.6% |