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.
Participant 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 | $588,624 | $138,044+326.4% | $125,339+369.6% | $134,475+337.7% |
| Participation rate | 23.1% | 84.5%-61.4pp | 82.4%-59.3pp | 81.2%-58.1pp |
| Annual return | -29.32% | 750.33%-779.7pp | 572.05%-601.4pp | 417.96%-447.3pp |
| Employer contribution / active EE | $1,025 | $5,243-80.5% | $4,814-78.7% | $4,740-78.4% |
| Participant deferral / active EE | $2,089 | $7,799-73.2% | $7,446-72.0% | $6,400-67.4% |
| Admin fee / account holder | $1,052 | $11,571-90.9% | $10,010-89.5% | $11,426-90.8% |