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 | $316,086 | $118,450+166.9% | $98,439+221.1% | $139,434+126.7% |
| Participation rate | 61.5% | 77.4%-15.9pp | 75.2%-13.6pp | 80.3%-18.8pp |
| Annual return | 10.62% | 18.94%-8.3pp | 21.16%-10.5pp | 372.94%-362.3pp |
| Employer contribution / active EE | $648 | $3,609-82.0% | $3,048-78.7% | $4,751-86.4% |
| Participant deferral / active EE | $3,417 | $5,392-36.6% | $4,738-27.9% | $6,710-49.1% |
| Admin fee / account holder | $8,971 | $14,026-36.0% | $8,948+0.3% | $11,403-21.3% |