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.
Participant 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 | $305,552 | $105,181+190.5% | $159,436+91.6% | $85,850+255.9% |
| Participation rate | 64.9% | 75.8%-10.9pp | 82.8%-18.0pp | 69.3%-4.4pp |
| Annual return | 12.55% | 45.07%-32.5pp | 263.57%-251.0pp | 318.53%-306.0pp |
| Employer contribution / active EE | $10,821 | $3,318+226.1% | $4,829+124.1% | $2,565+321.9% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $24,151 | $6,933+248.3% | $10,799+123.7% | $6,260+285.8% |