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 | $548,670 | $197,591+177.7% | $177,821+208.6% | $158,922+245.2% |
| Participation rate | 25.0% | 88.5%-63.5pp | 87.7%-62.7pp | 82.0%-57.0pp |
| Annual return | 2.70% | 58.76%-56.1pp | 48.32%-45.6pp | 302.83%-300.1pp |
| Employer contribution / active EE | $1,353 | $6,697-79.8% | $5,918-77.1% | $4,761-71.6% |
| Participant deferral / active EE | $6,596 | $8,405-21.5% | $7,714-14.5% | $5,982+10.3% |
| Admin fee / account holder | $81,280 | $15,399+427.8% | $12,427+554.0% | $11,246+622.8% |