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 | $696,721 | $127,065+448.3% | $113,168+515.7% | $142,382+389.3% |
| Participation rate | 25.0% | 79.2%-54.2pp | 76.6%-51.6pp | 80.1%-55.1pp |
| Annual return | 5.73% | 24.03%-18.3pp | 24.27%-18.5pp | 217.08%-211.4pp |
| Employer contribution / active EE | $930 | $3,442-73.0% | $2,975-68.8% | $4,299-78.4% |
| Participant deferral / active EE | $1,705 | $5,716-70.2% | $5,107-66.6% | $6,507-73.8% |
| Admin fee / account holder | $42,293 | $15,736+168.8% | $12,068+250.5% | $12,624+235.0% |