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 7-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 | $265,731 | $133,958+98.4% | $112,228+136.8% | $134,475+97.6% |
| Participation rate | 44.4% | 78.6%-34.1pp | 75.1%-30.6pp | 81.2%-36.8pp |
| Annual return | -33.63% | 47.11%-80.7pp | 27.45%-61.1pp | 417.96%-451.6pp |
| Employer contribution / active EE | $2,000 | $4,038-50.5% | $3,635-45.0% | $4,740-57.8% |
| Participant deferral / active EE | $4,610 | $5,291-12.9% | $4,728-2.5% | $6,400-28.0% |
| Admin fee / account holder | $4,092 | $7,489-45.4% | $6,410-36.2% | $11,426-64.2% |