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 | $276,963 | $64,324+330.6% | $118,925+132.9% | $79,858+246.8% |
| Participation rate | 64.7% | 64.9%-0.2pp | 75.4%-10.7pp | 69.6%-4.9pp |
| Annual return | 5.43% | 86.45%-81.0pp | 35.88%-30.5pp | 31.71%-26.3pp |
| Employer contribution / active EE | $417 | $1,836-77.3% | $3,263-87.2% | $2,471-83.1% |
| Participant deferral / active EE | $4,168 | $2,824+47.6% | $4,265-2.3% | $3,740+11.5% |
| Admin fee / account holder | $64,120 | $4,040+1487.1% | $6,581+874.4% | $5,306+1108.4% |