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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $297,280 | $112,881+163.4% | $90,951+226.9% | $158,922+87.1% |
| Participation rate | 46.7% | 74.7%-28.1pp | 69.0%-22.3pp | 82.0%-35.3pp |
| Annual return | 9.64% | 215.79%-206.1pp | 134.60%-125.0pp | 302.83%-293.2pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,685 | $4,128-59.2% | $3,373-50.0% | $5,982-71.8% |
| Admin fee / account holder | $19,022 | $8,041+136.6% | $5,959+219.2% | $11,246+69.1% |