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 | $385,274 | $133,922+187.7% | $116,228+231.5% | $142,382+170.6% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.6%-49.6pp | 80.1%-55.1pp |
| Annual return | 16.93% | 147.76%-130.8pp | 90.06%-73.1pp | 217.08%-200.1pp |
| Employer contribution / active EE | $429 | $3,446-87.6% | $2,994-85.7% | $4,299-90.0% |
| Participant deferral / active EE | $3,135 | $5,672-44.7% | $4,953-36.7% | $6,507-51.8% |
| Admin fee / account holder | $9,658 | $14,945-35.4% | $11,989-19.4% | $12,624-23.5% |