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 | $587,158 | $109,413+436.6% | $156,263+275.8% | $84,808+592.3% |
| Participation rate | 23.1% | 72.7%-49.6pp | 78.9%-55.8pp | 68.3%-45.2pp |
| Annual return | 12.14% | 20.18%-8.0pp | 59.47%-47.3pp | 40.90%-28.8pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,259 | $4,590-29.0% | $6,158-47.1% | $4,212-22.6% |
| Admin fee / account holder | $86,749 | $9,357+827.1% | $14,255+508.6% | $7,344+1081.3% |