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 | $417,208 | $83,902+397.3% | $167,512+149.1% | $84,808+391.9% |
| Participation rate | 59.8% | 66.5%-6.7pp | 77.1%-17.3pp | 68.3%-8.5pp |
| Annual return | 18.06% | 91.55%-73.5pp | 1615.79%-1597.7pp | 40.90%-22.8pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,104 | $4,442+82.4% | $6,405+26.5% | $4,212+92.4% |
| Admin fee / account holder | $20,449 | $7,915+158.4% | $9,769+109.3% | $7,344+178.5% |