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.
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 | $291,208 | $183,963+58.3% | $162,163+79.6% | $152,861+90.5% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.6%-54.2pp | 82.4%-49.1pp |
| Annual return | 3.00% | 150.76%-147.8pp | 115.59%-112.6pp | 345.32%-342.3pp |
| Employer contribution / active EE | $1,175 | $6,371-81.6% | $5,614-79.1% | $4,762-75.3% |
| Participant deferral / active EE | $4,525 | $8,034-43.7% | $7,298-38.0% | $5,850-22.7% |
| Admin fee / account holder | $38,085 | $13,121+190.2% | $10,843+251.3% | $11,596+228.4% |