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 | $347,651 | $183,519+89.4% | $155,509+123.6% | $145,922+138.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 3.58% | 61.17%-57.6pp | 64.67%-61.1pp | 561.29%-557.7pp |
| Employer contribution / active EE | $937 | $5,313-82.4% | $4,672-79.9% | $4,660-79.9% |
| Participant deferral / active EE | $4,164 | $6,462-35.6% | $5,626-26.0% | $6,688-37.7% |
| Admin fee / account holder | $12,355 | $19,313-36.0% | $15,912-22.4% | $13,397-7.8% |