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 | $429,113 | $95,803+347.9% | $113,168+279.2% | $84,808+406.0% |
| Participation rate | 58.1% | 72.9%-14.8pp | 76.6%-18.5pp | 68.3%-10.2pp |
| Annual return | 10.24% | 25.00%-14.8pp | 24.27%-14.0pp | 40.90%-30.7pp |
| Employer contribution / active EE | $327 | $2,360-86.1% | $2,975-89.0% | $2,631-87.6% |
| Participant deferral / active EE | $6,611 | $4,242+55.8% | $5,107+29.5% | $4,212+57.0% |
| Admin fee / account holder | $49,399 | $8,989+449.6% | $12,068+309.4% | $7,344+572.7% |