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 | $308,591 | $209,411+47.4% | $178,490+72.9% | $158,922+94.2% |
| Participation rate | 27.3% | 86.3%-59.1pp | 81.9%-54.7pp | 82.0%-54.7pp |
| Annual return | -1.80% | 188.75%-190.5pp | 151.07%-152.9pp | 302.83%-304.6pp |
| Employer contribution / active EE | $982 | $5,706-82.8% | $5,011-80.4% | $4,761-79.4% |
| Participant deferral / active EE | $4,777 | $5,954-19.8% | $5,202-8.2% | $5,982-20.1% |
| Admin fee / account holder | $14,841 | $17,074-13.1% | $13,984+6.1% | $11,246+32.0% |