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 | $350,965 | $165,335+112.3% | $149,696+134.5% | $158,922+120.8% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 1.36% | 348.15%-346.8pp | 276.60%-275.2pp | 302.83%-301.5pp |
| Employer contribution / active EE | $9,519 | $5,103+86.5% | $4,644+105.0% | $4,761+99.9% |
| Participant deferral / active EE | $2,310 | $7,181-67.8% | $6,842-66.2% | $5,982-61.4% |
| Admin fee / account holder | $44,207 | $10,807+309.1% | $9,309+374.9% | $11,246+293.1% |