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 | $274,321 | $73,867+271.4% | $143,757+90.8% | $68,494+300.5% |
| Participation rate | 58.3% | 66.7%-8.3pp | 80.3%-22.0pp | 67.9%-9.6pp |
| Annual return | -19.60% | 1.01%-20.6pp | -0.04%-19.6pp | -7.84%-11.8pp |
| Employer contribution / active EE | $1,719 | $3,184-46.0% | $4,951-65.3% | $2,596-33.8% |
| Participant deferral / active EE | $5,038 | $3,384+48.8% | $5,637-10.6% | $4,027+25.1% |
| Admin fee / account holder | $20,076 | $5,755+248.9% | $14,673+36.8% | $5,403+271.6% |