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 | $318,543 | $214,378+48.6% | $200,582+58.8% | $142,382+123.7% |
| Participation rate | 55.6% | 87.4%-31.9pp | 86.9%-31.3pp | 80.1%-24.6pp |
| Annual return | 17.24% | 46.41%-29.2pp | 42.33%-25.1pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,302 | $6,841-81.0% | $6,419-79.7% | $4,299-69.7% |
| Participant deferral / active EE | $4,622 | $9,865-53.1% | $9,331-50.5% | $6,507-29.0% |
| Admin fee / account holder | $1,495 | $17,692-91.5% | $16,305-90.8% | $12,624-88.2% |