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 6-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.
Participant 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 | $275,437 | $165,335+66.6% | $149,696+84.0% | $158,922+73.3% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 216.41% | 348.15%-131.7pp | 276.60%-60.2pp | 302.83%-86.4pp |
| Employer contribution / active EE | $6,997 | $5,103+37.1% | $4,644+50.7% | $4,761+47.0% |
| Participant deferral / active EE | $67 | $7,181-99.1% | $6,842-99.0% | $5,982-98.9% |
| Admin fee / account holder | $112,842 | $10,807+944.2% | $9,309+1112.2% | $11,246+903.4% |