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 | $427,375 | $81,625+423.6% | $58,482+630.8% | $139,434+206.5% |
| Participation rate | 33.3% | 61.3%-28.0pp | 50.9%-17.5pp | 80.3%-47.0pp |
| Annual return | -11.24% | 7404.20%-7415.4pp | 4239.32%-4250.6pp | 372.94%-384.2pp |
| Employer contribution / active EE | $127 | $1,398-90.9% | $1,053-87.9% | $4,751-97.3% |
| Participant deferral / active EE | $317 | $2,557-87.6% | $1,924-83.5% | $6,710-95.3% |
| Admin fee / account holder | $1,892 | $3,265-42.1% | $2,516-24.8% | $11,403-83.4% |