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 7-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 | $316,278 | $76,367+314.2% | $93,606+237.9% | $72,985+333.3% |
| Participation rate | 60.5% | 71.7%-11.2pp | 75.8%-15.3pp | 69.5%-9.0pp |
| Annual return | 22.26% | 25.82%-3.6pp | 32.76%-10.5pp | 81.00%-58.7pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,337 | $3,538+107.4% | $4,069+80.3% | $3,607+103.4% |
| Admin fee / account holder | $20,549 | $6,838+200.5% | $7,888+160.5% | $5,124+301.0% |