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 | $596,859 | $133,922+345.7% | $116,228+413.5% | $142,382+319.2% |
| Participation rate | 23.5% | 77.9%-54.3pp | 74.6%-51.0pp | 80.1%-56.6pp |
| Annual return | 13.51% | 147.76%-134.3pp | 90.06%-76.6pp | 217.08%-203.6pp |
| Employer contribution / active EE | $657 | $3,446-80.9% | $2,994-78.0% | $4,299-84.7% |
| Participant deferral / active EE | $4,944 | $5,672-12.8% | $4,953-0.2% | $6,507-24.0% |
| Admin fee / account holder | $4,145 | $14,945-72.3% | $11,989-65.4% | $12,624-67.2% |