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.
Participant 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 | $1,185,295 | $165,335+616.9% | $149,696+691.8% | $158,922+645.8% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 12.39% | 348.15%-335.8pp | 276.60%-264.2pp | 302.83%-290.4pp |
| Employer contribution / active EE | $2,962 | $5,103-42.0% | $4,644-36.2% | $4,761-37.8% |
| Participant deferral / active EE | $495 | $7,181-93.1% | $6,842-92.8% | $5,982-91.7% |
| Admin fee / account holder | $288,322 | $10,807+2568.0% | $9,309+2997.3% | $11,246+2463.8% |