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 | $587,349 | $163,101+260.1% | $136,749+329.5% | $142,382+312.5% |
| Participation rate | 15.4% | 78.2%-62.8pp | 72.1%-56.8pp | 80.1%-64.7pp |
| Annual return | 10.44% | 27.54%-17.1pp | 24.33%-13.9pp | 217.08%-206.6pp |
| Employer contribution / active EE | $8 | $4,117-99.8% | $3,400-99.8% | $4,299-99.8% |
| Participant deferral / active EE | $1,642 | $5,585-70.6% | $4,692-65.0% | $6,507-74.8% |
| Admin fee / account holder | $1,349 | $14,318-90.6% | $11,386-88.1% | $12,624-89.3% |