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 | $323,188 | $177,572+82.0% | $154,803+108.8% | $142,382+127.0% |
| Participation rate | 17.6% | 82.1%-64.4pp | 78.1%-60.4pp | 80.1%-62.5pp |
| Annual return | 4.44% | 65.07%-60.6pp | 58.88%-54.4pp | 217.08%-212.6pp |
| Employer contribution / active EE | $0 | $4,810-100.0% | $4,305-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,761 | $6,272-40.0% | $5,540-32.1% | $6,507-42.2% |
| Admin fee / account holder | $1,294 | $16,786-92.3% | $14,329-91.0% | $12,624-89.7% |