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 4-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 | $327,022 | $74,888+336.7% | $71,209+359.2% | $142,382+129.7% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 30.67% | 345.14%-314.5pp | 282.51%-251.8pp | 217.08%-186.4pp |
| Employer contribution / active EE | $39 | $2,854-98.6% | $2,721-98.6% | $4,299-99.1% |
| Participant deferral / active EE | $14,461 | $4,454+224.7% | $4,175+246.4% | $6,507+122.2% |
| Admin fee / account holder | $2,184 | $5,568-60.8% | $5,349-59.2% | $12,624-82.7% |