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 | $294,930 | $179,726+64.1% | $156,263+88.7% | $142,382+107.1% |
| Participation rate | 37.5% | 82.1%-44.6pp | 78.9%-41.4pp | 80.1%-42.6pp |
| Annual return | 18.71% | 77.86%-59.2pp | 59.47%-40.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,780 | $6,956-45.7% | $6,158-38.6% | $6,507-41.9% |
| Admin fee / account holder | $1,828 | $17,272-89.4% | $14,255-87.2% | $12,624-85.5% |