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 | $721,428 | $154,117+368.1% | $129,995+455.0% | $139,434+417.4% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 12.33% | 32.48%-20.1pp | -137.18%+149.5pp | 372.94%-360.6pp |
| Employer contribution / active EE | $743 | $5,289-86.0% | $4,320-82.8% | $4,751-84.4% |
| Participant deferral / active EE | $11,000 | $6,710+63.9% | $5,820+89.0% | $6,710+63.9% |
| Admin fee / account holder | $3,263 | $14,007-76.7% | $10,614-69.3% | $11,403-71.4% |