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 | $270,436 | $115,770+133.6% | $101,248+167.1% | $158,922+70.2% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.8%-50.8pp | 82.0%-57.0pp |
| Annual return | 9.49% | 56.14%-46.6pp | 46.47%-37.0pp | 302.83%-293.3pp |
| Employer contribution / active EE | $240 | $4,175-94.3% | $3,660-93.4% | $4,761-95.0% |
| Participant deferral / active EE | $3,876 | $4,957-21.8% | $4,370-11.3% | $5,982-35.2% |
| Admin fee / account holder | $10,349 | $7,245+42.8% | $5,945+74.1% | $11,246-8.0% |