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 | $261,067 | $110,094+137.1% | $151,611+72.2% | $68,494+281.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 87.5%-37.5pp | 67.9%-17.9pp |
| Annual return | -21.73% | -10.12%-11.6pp | 3.33%-25.1pp | -7.84%-13.9pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,372 | $6,527+43.6% | $8,363+12.1% | $4,027+132.7% |
| Admin fee / account holder | $4,983 | $7,719-35.4% | $11,616-57.1% | $5,403-7.8% |