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 | $332,032 | $86,929+282.0% | $102,423+224.2% | $80,856+310.6% |
| Participation rate | 22.2% | 72.4%-50.2pp | 76.5%-54.3pp | 67.6%-45.4pp |
| Annual return | 16.31% | 18.88%-2.6pp | 29.32%-13.0pp | 35.59%-19.3pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,079 | $4,118-73.8% | $5,053-78.6% | $4,296-74.9% |
| Admin fee / account holder | $43,718 | $8,049+443.1% | $9,451+362.6% | $6,918+531.9% |