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 3-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 | $1,317,977 | $159,901+724.2% | $146,958+796.8% | $145,922+803.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 1.82% | 98.13%-96.3pp | 418.34%-416.5pp | 561.29%-559.5pp |
| Employer contribution / active EE | $16,896 | $5,286+219.6% | $4,933+242.5% | $4,660+262.6% |
| Participant deferral / active EE | $10,383 | $8,428+23.2% | $8,070+28.7% | $6,688+55.3% |
| Admin fee / account holder | $10,415 | $15,044-30.8% | $12,998-19.9% | $13,397-22.3% |