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 | $343,297 | $177,572+93.3% | $154,803+121.8% | $142,382+141.1% |
| Participation rate | 55.6% | 82.1%-26.5pp | 78.1%-22.5pp | 80.1%-24.6pp |
| Annual return | 1.75% | 65.07%-63.3pp | 58.88%-57.1pp | 217.08%-215.3pp |
| Employer contribution / active EE | $1,473 | $4,810-69.4% | $4,305-65.8% | $4,299-65.7% |
| Participant deferral / active EE | $1,478 | $6,272-76.4% | $5,540-73.3% | $6,507-77.3% |
| Admin fee / account holder | $2,324 | $16,786-86.2% | $14,329-83.8% | $12,624-81.6% |