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 | $379,573 | $138,044+175.0% | $125,339+202.8% | $134,475+182.3% |
| Participation rate | 22.2% | 84.5%-62.3pp | 82.4%-60.1pp | 81.2%-59.0pp |
| Annual return | -26.70% | 750.33%-777.0pp | 572.05%-598.8pp | 417.96%-444.7pp |
| Employer contribution / active EE | $295 | $5,243-94.4% | $4,814-93.9% | $4,740-93.8% |
| Participant deferral / active EE | $6,000 | $7,799-23.1% | $7,446-19.4% | $6,400-6.2% |
| Admin fee / account holder | $25,106 | $11,571+117.0% | $10,010+150.8% | $11,426+119.7% |