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 | $1,805,498 | $214,378+742.2% | $200,582+800.1% | $142,382+1168.1% |
| Participation rate | 57.1% | 87.4%-30.3pp | 86.9%-29.7pp | 80.1%-23.0pp |
| Annual return | 7.66% | 46.41%-38.7pp | 42.33%-34.7pp | 217.08%-209.4pp |
| Employer contribution / active EE | $535 | $6,841-92.2% | $6,419-91.7% | $4,299-87.5% |
| Participant deferral / active EE | $9,888 | $9,865+0.2% | $9,331+6.0% | $6,507+51.9% |
| Admin fee / account holder | $3,913 | $17,692-77.9% | $16,305-76.0% | $12,624-69.0% |