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 | $387,385 | $95,266+306.6% | $82,389+370.2% | $142,382+172.1% |
| Participation rate | 22.2% | 74.5%-52.2pp | 69.5%-47.3pp | 80.1%-57.9pp |
| Annual return | -22.46% | 25.74%-48.2pp | 28.67%-51.1pp | 217.08%-239.5pp |
| Employer contribution / active EE | $659 | $2,991-78.0% | $2,517-73.8% | $4,299-84.7% |
| Participant deferral / active EE | $2,040 | $4,809-57.6% | $4,155-50.9% | $6,507-68.7% |
| Admin fee / account holder | $2,035 | $8,563-76.2% | $7,231-71.9% | $12,624-83.9% |