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 | $439,095 | $202,318+117.0% | $172,739+154.2% | $152,861+187.3% |
| Participation rate | 28.6% | 87.1%-58.5pp | 82.6%-54.1pp | 82.4%-53.9pp |
| Annual return | -1.42% | 1029.65%-1031.1pp | 802.84%-804.3pp | 345.32%-346.7pp |
| Employer contribution / active EE | $954 | $5,856-83.7% | $5,143-81.4% | $4,762-80.0% |
| Participant deferral / active EE | $6,286 | $5,948+5.7% | $5,198+20.9% | $5,850+7.4% |
| Admin fee / account holder | $25,964 | $17,109+51.8% | $13,954+86.1% | $11,596+123.9% |