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 | $485,335 | $65,561+640.3% | $86,188+463.1% | $75,163+545.7% |
| Participation rate | 0.0% | 60.5%-60.5pp | 69.0%-69.0pp | 67.2%-67.2pp |
| Annual return | 5.20% | 46.05%-40.9pp | 1168.45%-1163.2pp | 160.62%-155.4pp |
| Employer contribution / active EE | $2,391 | $1,553+54.0% | $2,380+0.5% | $2,670-10.4% |
| Participant deferral / active EE | $10,456 | $3,024+245.8% | $3,985+162.4% | $4,125+153.5% |
| Admin fee / account holder | $4,498,468 | $5,474+82078.5% | $6,852+65555.2% | $5,651+79506.0% |