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 8-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 | $401,647 | $177,572+126.2% | $154,803+159.5% | $142,382+182.1% |
| Participation rate | 11.1% | 82.1%-70.9pp | 78.1%-67.0pp | 80.1%-69.0pp |
| Annual return | 16.16% | 65.07%-48.9pp | 58.88%-42.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $840 | $4,810-82.5% | $4,305-80.5% | $4,299-80.5% |
| Participant deferral / active EE | $3,444 | $6,272-45.1% | $5,540-37.8% | $6,507-47.1% |
| Admin fee / account holder | $5,199 | $16,786-69.0% | $14,329-63.7% | $12,624-58.8% |