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 | $510,547 | $153,772+232.0% | $133,980+281.1% | $273,961+86.4% |
| Participation rate | 6.7% | 88.4%-81.7pp | 87.1%-80.4pp | 83.0%-76.3pp |
| Annual return | 2.62% | 36.51%-33.9pp | 29.30%-26.7pp | 41.45%-38.8pp |
| Employer contribution / active EE | $207 | $6,029-96.6% | $5,211-96.0% | $4,869-95.7% |
| Participant deferral / active EE | $8,617 | $6,958+23.8% | $6,282+37.2% | $5,287+63.0% |
| Admin fee / account holder | $172,105 | $11,765+1362.9% | $9,324+1745.8% | $10,132+1598.6% |