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 6-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 | $840,395 | $167,307+402.3% | $143,757+484.6% | $134,475+524.9% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -28.83% | 0.46%-29.3pp | -0.04%-28.8pp | 417.96%-446.8pp |
| Employer contribution / active EE | $2,030 | $5,619-63.9% | $4,951-59.0% | $4,740-57.2% |
| Participant deferral / active EE | $6,020 | $6,446-6.6% | $5,637+6.8% | $6,400-5.9% |
| Admin fee / account holder | $32,293 | $18,088+78.5% | $14,673+120.1% | $11,426+182.6% |