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 | $487,838 | $118,849+310.5% | $96,562+405.2% | $167,490+191.3% |
| Participation rate | 17.4% | 75.5%-58.1pp | 69.8%-52.4pp | 82.1%-64.7pp |
| Annual return | 21.98% | 50.49%-28.5pp | 37.78%-15.8pp | 478.56%-456.6pp |
| Employer contribution / active EE | $418 | $3,120-86.6% | $2,356-82.3% | $4,837-91.4% |
| Participant deferral / active EE | $2,379 | $4,616-48.5% | $3,849-38.2% | $6,341-62.5% |
| Admin fee / account holder | $1,467 | $8,065-81.8% | $6,181-76.3% | $12,309-88.1% |