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 | $3,068,315 | $197,591+1452.9% | $177,821+1625.5% | $158,922+1830.7% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.7%-87.7pp | 82.0%-82.0pp |
| Annual return | 3.96% | 58.76%-54.8pp | 48.32%-44.4pp | 302.83%-298.9pp |
| Employer contribution / active EE | $21,579 | $6,697+222.2% | $5,918+264.6% | $4,761+353.2% |
| Participant deferral / active EE | $9,206 | $8,405+9.5% | $7,714+19.3% | $5,982+53.9% |
| Admin fee / account holder | $1,539 | $15,399-90.0% | $12,427-87.6% | $11,246-86.3% |