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 | $984,854 | $175,202+462.1% | $149,673+558.0% | $139,434+606.3% |
| Participation rate | 22.2% | 83.4%-61.2pp | 78.8%-56.5pp | 80.3%-58.1pp |
| Annual return | 4.71% | 166.71%-162.0pp | 134.42%-129.7pp | 372.94%-368.2pp |
| Employer contribution / active EE | $506 | $5,474-90.7% | $4,818-89.5% | $4,751-89.3% |
| Participant deferral / active EE | $6,667 | $6,519+2.3% | $5,680+17.4% | $6,710-0.6% |
| Admin fee / account holder | $331 | $16,150-98.0% | $13,210-97.5% | $11,403-97.1% |