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 | $275,032 | $114,381+140.5% | $107,525+155.8% | $142,382+93.2% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 11.28% | 242.71%-231.4pp | 181.32%-170.0pp | 217.08%-205.8pp |
| Employer contribution / active EE | $391 | $4,015-90.3% | $3,754-89.6% | $4,299-90.9% |
| Participant deferral / active EE | $6,141 | $5,564+10.4% | $5,116+20.0% | $6,507-5.6% |
| Admin fee / account holder | $6,055 | $9,860-38.6% | $8,919-32.1% | $12,624-52.0% |