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 | $265,523 | $180,449+47.1% | $154,107+72.3% | $135,375+96.1% |
| Participation rate | 42.9% | 87.4%-44.6pp | 83.0%-40.2pp | 82.6%-39.8pp |
| Annual return | -10.85% | 888.09%-898.9pp | 735.12%-746.0pp | 519.73%-530.6pp |
| Employer contribution / active EE | $1,298 | $6,035-78.5% | $5,298-75.5% | $4,779-72.8% |
| Participant deferral / active EE | $6,424 | $5,806+10.6% | $5,081+26.4% | $5,609+14.5% |
| Admin fee / account holder | $4,438 | $16,143-72.5% | $13,411-66.9% | $10,827-59.0% |