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 8-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.
Employer 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 | $1,196,780 | $201,272+494.6% | $184,203+549.7% | $145,922+720.2% |
| Participation rate | 40.0% | 87.5%-47.5pp | 86.8%-46.8pp | 80.3%-40.3pp |
| Annual return | 6.44% | 29.00%-22.6pp | 28.81%-22.4pp | 561.29%-554.8pp |
| Employer contribution / active EE | $310 | $7,022-95.6% | $6,427-95.2% | $4,660-93.3% |
| Participant deferral / active EE | $8,700 | $9,806-11.3% | $9,131-4.7% | $6,688+30.1% |
| Admin fee / account holder | $94,112 | $16,364+475.1% | $13,901+577.0% | $13,397+602.5% |