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 | $785,841 | $114,381+587.0% | $107,525+630.8% | $142,382+451.9% |
| Participation rate | 28.6% | 78.1%-49.6pp | 75.1%-46.5pp | 80.1%-51.5pp |
| Annual return | 8.43% | 242.71%-234.3pp | 181.32%-172.9pp | 217.08%-208.6pp |
| Employer contribution / active EE | $171 | $4,015-95.7% | $3,754-95.4% | $4,299-96.0% |
| Participant deferral / active EE | $7,109 | $5,564+27.8% | $5,116+39.0% | $6,507+9.2% |
| Admin fee / account holder | $2,500 | $9,860-74.6% | $8,919-72.0% | $12,624-80.2% |