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 | $337,272 | $167,307+101.6% | $143,757+134.6% | $134,475+150.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -32.22% | 0.46%-32.7pp | -0.04%-32.2pp | 417.96%-450.2pp |
| Employer contribution / active EE | $1,697 | $5,619-69.8% | $4,951-65.7% | $4,740-64.2% |
| Participant deferral / active EE | $6,162 | $6,446-4.4% | $5,637+9.3% | $6,400-3.7% |
| Admin fee / account holder | $8,675 | $18,088-52.0% | $14,673-40.9% | $11,426-24.1% |