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 | $254,082 | $123,793+105.2% | $177,821+42.9% | $79,858+218.2% |
| Participation rate | 63.3% | 84.7%-21.3pp | 87.7%-24.4pp | 69.6%-6.3pp |
| Annual return | 17.12% | 22.82%-5.7pp | 48.32%-31.2pp | 31.71%-14.6pp |
| Employer contribution / active EE | $955 | $4,095-76.7% | $5,918-83.9% | $2,471-61.4% |
| Participant deferral / active EE | $6,206 | $5,956+4.2% | $7,714-19.6% | $3,740+65.9% |
| Admin fee / account holder | $48,222 | $7,243+565.8% | $12,427+288.0% | $5,306+808.8% |