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 | $332,542 | $114,381+190.7% | $107,525+209.3% | $142,382+133.6% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.1%-75.1pp | 80.1%-80.1pp |
| Annual return | 8.04% | 242.71%-234.7pp | 181.32%-173.3pp | 217.08%-209.0pp |
| Employer contribution / active EE | $7,338 | $4,015+82.8% | $3,754+95.5% | $4,299+70.7% |
| Participant deferral / active EE | $11,319 | $5,564+103.4% | $5,116+121.3% | $6,507+73.9% |
| Admin fee / account holder | $1,075,518 | $9,860+10807.8% | $8,919+11959.1% | $12,624+8419.8% |