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 | $321,504 | $109,413+193.8% | $156,263+105.7% | $84,808+279.1% |
| Participation rate | 32.9% | 72.7%-39.8pp | 78.9%-46.0pp | 68.3%-35.4pp |
| Annual return | 21.98% | 20.18%+1.8pp | 59.47%-37.5pp | 40.90%-18.9pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,307 | $4,590-6.2% | $6,158-30.1% | $4,212+2.3% |
| Admin fee / account holder | $4,810 | $9,357-48.6% | $14,255-66.3% | $7,344-34.5% |