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 | $264,568 | $209,411+26.3% | $178,490+48.2% | $158,922+66.5% |
| Participation rate | 33.3% | 86.3%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 13.90% | 188.75%-174.8pp | 151.07%-137.2pp | 302.83%-288.9pp |
| Employer contribution / active EE | $301 | $5,706-94.7% | $5,011-94.0% | $4,761-93.7% |
| Participant deferral / active EE | $4,167 | $5,954-30.0% | $5,202-19.9% | $5,982-30.3% |
| Admin fee / account holder | $2,142 | $17,074-87.5% | $13,984-84.7% | $11,246-81.0% |