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 | $250,742 | $112,096+123.7% | $95,952+161.3% | $158,922+57.8% |
| Participation rate | 20.0% | 79.0%-59.0pp | 77.1%-57.1pp | 82.0%-62.0pp |
| Annual return | -4.14% | 171.09%-175.2pp | 91.61%-95.8pp | 302.83%-307.0pp |
| Employer contribution / active EE | $620 | $3,198-80.6% | $2,541-75.6% | $4,761-87.0% |
| Participant deferral / active EE | $2,340 | $4,784-51.1% | $4,167-43.8% | $5,982-60.9% |
| Admin fee / account holder | $1,156 | $10,130-88.6% | $6,795-83.0% | $11,246-89.7% |