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 | $272,001 | $165,984+63.9% | $164,813+65.0% | $145,922+86.4% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 10.19% | 100.03%-89.8pp | 69.93%-59.7pp | 561.29%-551.1pp |
| Employer contribution / active EE | $612 | $5,273-88.4% | $4,341-85.9% | $4,660-86.9% |
| Participant deferral / active EE | $3,795 | $6,959-45.5% | $6,031-37.1% | $6,688-43.3% |
| Admin fee / account holder | $65,019 | $16,648+290.6% | $12,690+412.4% | $13,397+385.3% |