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 | $271,875 | $68,346+297.8% | $94,646+187.3% | $75,163+261.7% |
| Participation rate | 64.4% | 76.1%-11.7pp | 80.8%-16.4pp | 67.2%-2.7pp |
| Annual return | 21.20% | 616.93%-595.7pp | 156.71%-135.5pp | 160.62%-139.4pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $9,300 | $6,537+42.3% | $7,418+25.4% | $4,125+125.4% |
| Admin fee / account holder | $1,070 | $5,326-79.9% | $7,231-85.2% | $5,651-81.1% |