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 | $955,782 | $114,381+735.6% | $107,525+788.9% | $142,382+571.3% |
| Participation rate | 14.3% | 78.1%-63.9pp | 75.1%-60.8pp | 80.1%-65.8pp |
| Annual return | -9.95% | 242.71%-252.7pp | 181.32%-191.3pp | 217.08%-227.0pp |
| Employer contribution / active EE | $226 | $4,015-94.4% | $3,754-94.0% | $4,299-94.7% |
| Participant deferral / active EE | $2,355 | $5,564-57.7% | $5,116-54.0% | $6,507-63.8% |
| Admin fee / account holder | $5,035 | $9,860-48.9% | $8,919-43.5% | $12,624-60.1% |