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 | $265,323 | $82,286+222.4% | $68,791+285.7% | $134,475+97.3% |
| Participation rate | 60.0% | 75.1%-15.1pp | 69.0%-9.0pp | 81.2%-21.2pp |
| Annual return | -28.30% | -2.19%-26.1pp | -6.38%-21.9pp | 417.96%-446.3pp |
| Employer contribution / active EE | $3,199 | $3,301-3.1% | $2,655+20.5% | $4,740-32.5% |
| Participant deferral / active EE | $10,248 | $4,739+116.3% | $3,941+160.0% | $6,400+60.1% |
| Admin fee / account holder | $21,078 | $6,481+225.2% | $4,932+327.4% | $11,426+84.5% |