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 | $253,728 | $817,678-69.0% | $392,568-35.4% | $152,861+66.0% |
| Participation rate | 63.6% | 82.0%-18.4pp | 78.1%-14.4pp | 82.4%-18.8pp |
| Annual return | 25.07% | 22.84%+2.2pp | 24.42%+0.6pp | 345.32%-320.3pp |
| Employer contribution / active EE | $828 | $5,502-84.9% | $3,783-78.1% | $4,762-82.6% |
| Participant deferral / active EE | $2,841 | $8,398-66.2% | $5,985-52.5% | $5,850-51.4% |
| Admin fee / account holder | $28,423 | $12,095+135.0% | $6,260+354.0% | $11,596+145.1% |