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 | $346,070 | $80,673+329.0% | $101,326+241.5% | $84,808+308.1% |
| Participation rate | 61.4% | 77.8%-16.4pp | 81.5%-20.1pp | 68.3%-6.9pp |
| Annual return | 16.66% | 38.95%-22.3pp | 36.82%-20.2pp | 40.90%-24.2pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,338 | $6,840+36.5% | $7,994+16.8% | $4,212+121.7% |
| Admin fee / account holder | $19,442 | $12,784+52.1% | $11,185+73.8% | $7,344+164.7% |