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 | $302,921 | $105,181+188.0% | $159,436+90.0% | $85,850+252.8% |
| Participation rate | 60.8% | 75.8%-14.9pp | 82.8%-22.0pp | 69.3%-8.5pp |
| Annual return | 22.16% | 45.07%-22.9pp | 263.57%-241.4pp | 318.53%-296.4pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $9,122 | $5,945+53.5% | $7,352+24.1% | $3,952+130.8% |
| Admin fee / account holder | $10,352 | $6,933+49.3% | $10,799-4.1% | $6,260+65.4% |