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 | $293,764 | $71,050+313.5% | $93,606+213.8% | $80,856+263.3% |
| Participation rate | 0.0% | 60.4%-60.4pp | 68.7%-68.7pp | 67.6%-67.6pp |
| Annual return | 4.10% | 11.26%-7.2pp | 133.20%-129.1pp | 35.59%-31.5pp |
| Employer contribution / active EE | $736 | $1,564-52.9% | $2,420-69.6% | $2,755-73.3% |
| Participant deferral / active EE | $2,140 | $4,034-46.9% | $4,411-51.5% | $4,296-50.2% |
| Admin fee / account holder | $514 | $6,945-92.6% | $8,285-93.8% | $6,918-92.6% |