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 | $844,346 | $183,519+360.1% | $155,509+443.0% | $145,922+478.6% |
| Participation rate | 9.1% | 82.7%-73.6pp | 78.2%-69.1pp | 80.3%-71.2pp |
| Annual return | 9.08% | 61.17%-52.1pp | 64.67%-55.6pp | 561.29%-552.2pp |
| Employer contribution / active EE | $321 | $5,313-94.0% | $4,672-93.1% | $4,660-93.1% |
| Participant deferral / active EE | $2,603 | $6,462-59.7% | $5,626-53.7% | $6,688-61.1% |
| Admin fee / account holder | $4,710 | $19,313-75.6% | $15,912-70.4% | $13,397-64.8% |