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 | $273,134 | $112,881+142.0% | $90,951+200.3% | $158,922+71.9% |
| Participation rate | 38.9% | 74.7%-35.8pp | 69.0%-30.1pp | 82.0%-43.1pp |
| Annual return | 3.12% | 215.79%-212.7pp | 134.60%-131.5pp | 302.83%-299.7pp |
| Employer contribution / active EE | $301 | $2,893-89.6% | $2,122-85.8% | $4,761-93.7% |
| Participant deferral / active EE | $1,077 | $4,128-73.9% | $3,373-68.1% | $5,982-82.0% |
| Admin fee / account holder | $25,876 | $8,041+221.8% | $5,959+334.3% | $11,246+130.1% |