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 | $316,777 | $110,261+187.3% | $95,745+230.9% | $139,434+127.2% |
| Participation rate | 40.0% | 75.8%-35.8pp | 72.3%-32.3pp | 80.3%-40.3pp |
| Annual return | 16.62% | 27.11%-10.5pp | 28.35%-11.7pp | 372.94%-356.3pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $370 | $4,676-92.1% | $4,245-91.3% | $6,710-94.5% |
| Admin fee / account holder | $37,515 | $6,613+467.3% | $5,678+560.7% | $11,403+229.0% |