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 | $385,518 | $177,572+117.1% | $154,803+149.0% | $142,382+170.8% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.1%-44.7pp | 80.1%-46.8pp |
| Annual return | 1.49% | 65.07%-63.6pp | 58.88%-57.4pp | 217.08%-215.6pp |
| Employer contribution / active EE | $15,000 | $4,810+211.8% | $4,305+248.4% | $4,299+248.9% |
| Participant deferral / active EE | $6,833 | $6,272+9.0% | $5,540+23.3% | $6,507+5.0% |
| Admin fee / account holder | $1,693,505 | $16,786+9988.9% | $14,329+11718.6% | $12,624+13315.3% |