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 | $924,180 | $201,272+359.2% | $184,203+401.7% | $145,922+533.3% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 7.96% | 29.00%-21.0pp | 28.81%-20.9pp | 561.29%-553.3pp |
| Employer contribution / active EE | $4,341 | $7,022-38.2% | $6,427-32.5% | $4,660-6.8% |
| Participant deferral / active EE | $21,187 | $9,806+116.1% | $9,131+132.0% | $6,688+216.8% |
| Admin fee / account holder | $1,934 | $16,364-88.2% | $13,901-86.1% | $13,397-85.6% |