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 | $279,797 | $135,635+106.3% | $110,238+153.8% | $135,375+106.7% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | -11.33% | 513.19%-524.5pp | 314.74%-326.1pp | 519.73%-531.1pp |
| Employer contribution / active EE | $1,600 | $4,906-67.4% | $3,826-58.2% | $4,779-66.5% |
| Participant deferral / active EE | $16,333 | $5,506+196.6% | $4,672+249.6% | $5,609+191.2% |
| Admin fee / account holder | $2,734 | $11,457-76.1% | $8,547-68.0% | $10,827-74.7% |