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 | $412,667 | $85,202+384.3% | $172,739+138.9% | $72,985+465.4% |
| Participation rate | 6.9% | 70.1%-63.2pp | 82.6%-75.7pp | 69.5%-62.6pp |
| Annual return | -3.25% | 27.32%-30.6pp | 802.84%-806.1pp | 81.00%-84.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,724 | $3,260-47.1% | $5,198-66.8% | $3,607-52.2% |
| Admin fee / account holder | $1,189 | $5,884-79.8% | $13,954-91.5% | $5,124-76.8% |