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 | $313,349 | $167,484+87.1% | $151,611+106.7% | $134,475+133.0% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -21.60% | 7.80%-29.4pp | 3.33%-24.9pp | 417.96%-439.6pp |
| Employer contribution / active EE | $6,965 | $6,829+2.0% | $6,166+13.0% | $4,740+46.9% |
| Participant deferral / active EE | $14,847 | $8,986+65.2% | $8,363+77.5% | $6,400+132.0% |
| Admin fee / account holder | $573 | $13,783-95.8% | $11,616-95.1% | $11,426-95.0% |