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 | $305,116 | $87,013+250.7% | $106,213+187.3% | $80,856+277.4% |
| Participation rate | 64.5% | 70.4%-5.9pp | 75.3%-10.8pp | 67.6%-3.1pp |
| Annual return | 15.41% | 17.05%-1.6pp | 116.14%-100.7pp | 35.59%-20.2pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,064 | $3,986+77.2% | $5,016+40.8% | $4,296+64.4% |
| Admin fee / account holder | $7,612 | $8,431-9.7% | $11,033-31.0% | $6,918+10.0% |