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 | $377,248 | $165,335+128.2% | $149,696+152.0% | $158,922+137.4% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 0.60% | 348.15%-347.5pp | 276.60%-276.0pp | 302.83%-302.2pp |
| Employer contribution / active EE | $304 | $5,103-94.0% | $4,644-93.4% | $4,761-93.6% |
| Participant deferral / active EE | $2,375 | $7,181-66.9% | $6,842-65.3% | $5,982-60.3% |
| Admin fee / account holder | $143,183 | $10,807+1225.0% | $9,309+1438.2% | $11,246+1173.2% |