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 | $265,038 | $68,719+285.7% | $91,541+189.5% | $84,808+212.5% |
| Participation rate | 15.2% | 64.5%-49.3pp | 69.8%-54.6pp | 68.3%-53.1pp |
| Annual return | 13.70% | 19.12%-5.4pp | 20.50%-6.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,305 | $3,136-26.5% | $4,008-42.5% | $4,212-45.3% |
| Admin fee / account holder | $11,598 | $5,786+100.4% | $6,956+66.7% | $7,344+57.9% |