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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,035,610 | $165,335+526.4% | $149,696+591.8% | $158,922+551.6% |
| Participation rate | 25.0% | 84.6%-59.6pp | 82.5%-57.5pp | 82.0%-57.0pp |
| Annual return | 5.70% | 348.15%-342.4pp | 276.60%-270.9pp | 302.83%-297.1pp |
| Employer contribution / active EE | $1,441 | $5,103-71.8% | $4,644-69.0% | $4,761-69.7% |
| Participant deferral / active EE | $1,801 | $7,181-74.9% | $6,842-73.7% | $5,982-69.9% |
| Admin fee / account holder | $11,259 | $10,807+4.2% | $9,309+20.9% | $11,246+0.1% |