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 | $290,166 | $100,754+188.0% | $86,677+234.8% | $134,475+115.8% |
| Participation rate | 63.6% | 78.9%-15.3pp | 76.6%-12.9pp | 81.2%-17.6pp |
| Annual return | -21.97% | 29.04%-51.0pp | 35.91%-57.9pp | 417.96%-439.9pp |
| Employer contribution / active EE | $1,754 | $3,489-49.7% | $2,836-38.2% | $4,740-63.0% |
| Participant deferral / active EE | $8,123 | $5,338+52.2% | $4,656+74.5% | $6,400+26.9% |
| Admin fee / account holder | $28,571 | $10,926+161.5% | $7,493+281.3% | $11,426+150.1% |