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 9-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 | $361,650 | $115,770+212.4% | $101,248+257.2% | $158,922+127.6% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | -43.34% | 56.14%-99.5pp | 46.47%-89.8pp | 302.83%-346.2pp |
| Employer contribution / active EE | $11,000 | $4,175+163.5% | $3,660+200.6% | $4,761+131.0% |
| Participant deferral / active EE | $9,667 | $4,957+95.0% | $4,370+121.2% | $5,982+61.6% |
| Admin fee / account holder | $347 | $7,245-95.2% | $5,945-94.2% | $11,246-96.9% |