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 | $373,440 | $100,754+270.6% | $86,677+330.8% | $134,475+177.7% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -23.45% | 29.04%-52.5pp | 35.91%-59.4pp | 417.96%-441.4pp |
| Employer contribution / active EE | $1,188 | $3,489-66.0% | $2,836-58.1% | $4,740-74.9% |
| Participant deferral / active EE | $3,860 | $5,338-27.7% | $4,656-17.1% | $6,400-39.7% |
| Admin fee / account holder | $2,824 | $10,926-74.2% | $7,493-62.3% | $11,426-75.3% |