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 | $299,366 | $94,338+217.3% | $100,534+197.8% | $142,382+110.3% |
| Participation rate | 23.1% | 81.7%-58.7pp | 80.6%-57.5pp | 80.1%-57.0pp |
| Annual return | 19.82% | 29.20%-9.4pp | 32.66%-12.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $0 | $4,237-100.0% | $4,346-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,944 | $5,934-67.2% | $6,144-68.4% | $6,507-70.1% |
| Admin fee / account holder | $11,303 | $8,421+34.2% | $7,654+47.7% | $12,624-10.5% |