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 4-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 | $334,108 | $108,919+206.7% | $100,391+232.8% | $145,922+129.0% |
| Participation rate | 50.0% | 82.9%-32.9pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 9.74% | 57.88%-48.1pp | 49.20%-39.5pp | 561.29%-551.5pp |
| Employer contribution / active EE | $2,400 | $4,419-45.7% | $3,942-39.1% | $4,660-48.5% |
| Participant deferral / active EE | $10,250 | $8,445+21.4% | $8,082+26.8% | $6,688+53.3% |
| Admin fee / account holder | $41,127 | $9,689+324.5% | $7,899+420.7% | $13,397+207.0% |