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 | $2,787,428 | $148,978+1771.0% | $200,582+1289.7% | $84,808+3186.8% |
| Participation rate | 0.0% | 84.2%-84.2pp | 86.9%-86.9pp | 68.3%-68.3pp |
| Annual return | 12.98% | 28.16%-15.2pp | 42.33%-29.4pp | 40.90%-27.9pp |
| Employer contribution / active EE | $12,175 | $4,815+152.9% | $6,419+89.7% | $2,631+362.8% |
| Participant deferral / active EE | $11,513 | $7,142+61.2% | $9,331+23.4% | $4,212+173.4% |
| Admin fee / account holder | $18,610 | $13,977+33.1% | $16,305+14.1% | $7,344+153.4% |