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 | $486,204 | $96,305+404.9% | $80,569+503.5% | $139,434+248.7% |
| Participation rate | 40.0% | 73.6%-33.6pp | 67.0%-27.0pp | 80.3%-40.3pp |
| Annual return | 10.92% | 1350.08%-1339.2pp | 935.43%-924.5pp | 372.94%-362.0pp |
| Employer contribution / active EE | $273 | $3,262-91.6% | $2,723-90.0% | $4,751-94.3% |
| Participant deferral / active EE | $10,050 | $5,232+92.1% | $4,447+126.0% | $6,710+49.8% |
| Admin fee / account holder | $476 | $6,599-92.8% | $5,377-91.2% | $11,403-95.8% |