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 | $310,588 | $74,888+314.7% | $71,209+336.2% | $142,382+118.1% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 10.59% | 345.14%-334.6pp | 282.51%-271.9pp | 217.08%-206.5pp |
| Employer contribution / active EE | $143 | $2,854-95.0% | $2,721-94.8% | $4,299-96.7% |
| Participant deferral / active EE | $2,651 | $4,454-40.5% | $4,175-36.5% | $6,507-59.3% |
| Admin fee / account holder | $81,694 | $5,568+1367.1% | $5,349+1427.3% | $12,624+547.2% |