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 | $257,413 | $209,411+22.9% | $178,490+44.2% | $158,922+62.0% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 14.46% | 188.75%-174.3pp | 151.07%-136.6pp | 302.83%-288.4pp |
| Employer contribution / active EE | $936 | $5,706-83.6% | $5,011-81.3% | $4,761-80.3% |
| Participant deferral / active EE | $3,972 | $5,954-33.3% | $5,202-23.6% | $5,982-33.6% |
| Admin fee / account holder | $149,201 | $17,074+773.8% | $13,984+967.0% | $11,246+1226.7% |