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 | $263,550 | $92,222+185.8% | $76,768+243.3% | $135,375+94.7% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | -9.58% | 5.46%-15.0pp | 2.43%-12.0pp | 519.73%-529.3pp |
| Employer contribution / active EE | $4,860 | $3,216+51.1% | $2,485+95.6% | $4,779+1.7% |
| Participant deferral / active EE | $9,315 | $4,509+106.6% | $3,852+141.9% | $5,609+66.1% |
| Admin fee / account holder | $1,908 | $10,748-82.2% | $6,675-71.4% | $10,827-82.4% |