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 | $360,000 | $158,398+127.3% | $126,539+184.5% | $142,382+152.8% |
| Participation rate | 42.9% | 75.8%-32.9pp | 69.8%-27.0pp | 80.1%-37.3pp |
| Annual return | 4.14% | 593.76%-589.6pp | 425.95%-421.8pp | 217.08%-212.9pp |
| Employer contribution / active EE | $4,915 | $4,650+5.7% | $3,674+33.8% | $4,299+14.3% |
| Participant deferral / active EE | $7,713 | $4,767+61.8% | $4,083+88.9% | $6,507+18.5% |
| Admin fee / account holder | $329 | $6,918-95.2% | $6,065-94.6% | $12,624-97.4% |