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 | $253,100 | $169,032+49.7% | $129,207+95.9% | $145,922+73.4% |
| Participation rate | 25.0% | 76.4%-51.4pp | 69.6%-44.6pp | 80.3%-55.3pp |
| Annual return | -0.08% | 14330.11%-14330.2pp | 9417.33%-9417.4pp | 561.29%-561.4pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,414 | $4,987+8.6% | $4,168+29.9% | $6,688-19.0% |
| Admin fee / account holder | $502 | $9,954-95.0% | $7,715-93.5% | $13,397-96.3% |