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 | $569,982 | $202,318+181.7% | $172,739+230.0% | $152,861+272.9% |
| Participation rate | 25.0% | 87.1%-62.1pp | 82.6%-57.6pp | 82.4%-57.4pp |
| Annual return | 30.51% | 1029.65%-999.1pp | 802.84%-772.3pp | 345.32%-314.8pp |
| Employer contribution / active EE | $934 | $5,856-84.1% | $5,143-81.8% | $4,762-80.4% |
| Participant deferral / active EE | $6,250 | $5,948+5.1% | $5,198+20.2% | $5,850+6.8% |
| Admin fee / account holder | $41,618 | $17,109+143.3% | $13,954+198.3% | $11,596+258.9% |