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 | $264,681 | $118,680+123.0% | $98,907+167.6% | $158,922+66.5% |
| Participation rate | 60.0% | 77.8%-17.8pp | 76.0%-16.0pp | 82.0%-22.0pp |
| Annual return | 0.13% | 372.35%-372.2pp | 196.43%-196.3pp | 302.83%-302.7pp |
| Employer contribution / active EE | $1,278 | $3,333-61.7% | $2,689-52.5% | $4,761-73.2% |
| Participant deferral / active EE | $2,832 | $5,088-44.3% | $4,244-33.3% | $5,982-52.7% |
| Admin fee / account holder | $512 | $10,131-94.9% | $6,642-92.3% | $11,246-95.4% |