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 | $398,502 | $109,881+262.7% | $150,045+165.6% | $84,808+369.9% |
| Participation rate | 44.7% | 76.1%-31.4pp | 82.3%-37.6pp | 68.3%-23.6pp |
| Annual return | 31.82% | 28.25%+3.6pp | 62.55%-30.7pp | 40.90%-9.1pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,172 | $6,636+8.1% | $7,997-10.3% | $4,212+70.3% |
| Admin fee / account holder | $18,007 | $8,568+110.2% | $13,435+34.0% | $7,344+145.2% |