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 | $736,249 | $189,613+288.3% | $167,512+339.5% | $142,382+417.1% |
| Participation rate | 40.0% | 80.1%-40.1pp | 77.1%-37.1pp | 80.1%-40.1pp |
| Annual return | 9.37% | 2024.68%-2015.3pp | 1615.79%-1606.4pp | 217.08%-207.7pp |
| Employer contribution / active EE | $10,810 | $4,349+148.6% | $3,882+178.5% | $4,299+151.4% |
| Participant deferral / active EE | $11,000 | $6,981+57.6% | $6,405+71.8% | $6,507+69.0% |
| Admin fee / account holder | $27,414 | $10,528+160.4% | $9,769+180.6% | $12,624+117.2% |