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 | $666,608 | $117,983+465.0% | $101,794+554.9% | $142,382+368.2% |
| Participation rate | 69.2% | 74.2%-5.0pp | 69.2%0pp | 80.1%-10.9pp |
| Annual return | 4.95% | 36.92%-32.0pp | 30.53%-25.6pp | 217.08%-212.1pp |
| Employer contribution / active EE | $745 | $2,773-73.1% | $2,289-67.4% | $4,299-82.7% |
| Participant deferral / active EE | $1,136 | $4,714-75.9% | $4,084-72.2% | $6,507-82.5% |
| Admin fee / account holder | $14,728 | $10,433+41.2% | $8,777+67.8% | $12,624+16.7% |