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 | $323,468 | $159,602+102.7% | $150,045+115.6% | $142,382+127.2% |
| Participation rate | 26.3% | 84.0%-57.7pp | 82.3%-56.0pp | 80.1%-53.8pp |
| Annual return | 18.34% | 70.24%-51.9pp | 62.55%-44.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $659 | $4,961-86.7% | $4,693-86.0% | $4,299-84.7% |
| Participant deferral / active EE | $3,682 | $8,310-55.7% | $7,997-54.0% | $6,507-43.4% |
| Admin fee / account holder | $2,693 | $14,846-81.9% | $13,435-80.0% | $12,624-78.7% |