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 | $785,267 | $180,449+335.2% | $154,107+409.6% | $135,375+480.1% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -11.28% | 888.09%-899.4pp | 735.12%-746.4pp | 519.73%-531.0pp |
| Employer contribution / active EE | $1,924 | $6,035-68.1% | $5,298-63.7% | $4,779-59.7% |
| Participant deferral / active EE | $10,750 | $5,806+85.2% | $5,081+111.6% | $5,609+91.7% |
| Admin fee / account holder | $7,732 | $16,143-52.1% | $13,411-42.3% | $10,827-28.6% |