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 | $454,681 | $74,888+507.1% | $71,209+538.5% | $142,382+219.3% |
| Participation rate | 11.8% | 76.2%-64.5pp | 73.8%-62.0pp | 80.1%-68.4pp |
| Annual return | 17.23% | 345.14%-327.9pp | 282.51%-265.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $208 | $2,854-92.7% | $2,721-92.4% | $4,299-95.2% |
| Participant deferral / active EE | $3,144 | $4,454-29.4% | $4,175-24.7% | $6,507-51.7% |
| Admin fee / account holder | $6,588 | $5,568+18.3% | $5,349+23.2% | $12,624-47.8% |