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 | $314,921 | $86,286+265.0% | $111,297+183.0% | $85,850+266.8% |
| Participation rate | 43.6% | 73.3%-29.7pp | 77.3%-33.7pp | 69.3%-25.7pp |
| Annual return | 16.86% | 19.99%-3.1pp | 54.65%-37.8pp | 318.53%-301.7pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,833 | $3,641-49.6% | $4,487-59.1% | $3,952-53.6% |
| Admin fee / account holder | $13,013 | $8,188+58.9% | $7,964+63.4% | $6,260+107.9% |