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 9-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.
Participant 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 | $498,372 | $159,602+212.3% | $150,045+232.1% | $142,382+250.0% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.3%-49.0pp | 80.1%-46.8pp |
| Annual return | 10.86% | 70.24%-59.4pp | 62.55%-51.7pp | 217.08%-206.2pp |
| Employer contribution / active EE | $1,932 | $4,961-61.1% | $4,693-58.8% | $4,299-55.1% |
| Participant deferral / active EE | $660 | $8,310-92.1% | $7,997-91.7% | $6,507-89.9% |
| Admin fee / account holder | $23,333 | $14,846+57.2% | $13,435+73.7% | $12,624+84.8% |