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 | $373,272 | $105,860+252.6% | $90,749+311.3% | $134,475+177.6% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.7%-9.0pp | 81.2%-14.6pp |
| Annual return | -21.30% | -11.01%-10.3pp | -12.16%-9.1pp | 417.96%-439.3pp |
| Employer contribution / active EE | $3,937 | $3,462+13.7% | $2,921+34.8% | $4,740-16.9% |
| Participant deferral / active EE | $6,155 | $5,216+18.0% | $4,564+34.9% | $6,400-3.8% |
| Admin fee / account holder | $6,371 | $13,938-54.3% | $8,445-24.6% | $11,426-44.2% |