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.
Participant 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 | $296,548 | $80,673+267.6% | $101,326+192.7% | $84,808+249.7% |
| Participation rate | 3.7% | 77.8%-74.1pp | 81.5%-77.8pp | 68.3%-64.6pp |
| Annual return | 12.93% | 38.95%-26.0pp | 36.82%-23.9pp | 40.90%-28.0pp |
| Employer contribution / active EE | $285 | $2,698-89.5% | $3,665-92.2% | $2,631-89.2% |
| Participant deferral / active EE | $434 | $6,840-93.7% | $7,994-94.6% | $4,212-89.7% |
| Admin fee / account holder | $3,206 | $12,784-74.9% | $11,185-71.3% | $7,344-56.3% |