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.
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 | $257,501 | $48,230+433.9% | $67,502+281.5% | $80,856+218.5% |
| Participation rate | 42.9% | 66.4%-23.5pp | 72.9%-30.0pp | 67.6%-24.8pp |
| Annual return | 0.67% | 18.28%-17.6pp | 3512.12%-3511.5pp | 35.59%-34.9pp |
| Employer contribution / active EE | $607 | $2,020-69.9% | $2,731-77.8% | $2,755-78.0% |
| Participant deferral / active EE | $733 | $2,924-74.9% | $4,000-81.7% | $4,296-82.9% |
| Admin fee / account holder | $41,835 | $3,681+1036.4% | $3,998+946.5% | $6,918+504.7% |