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 | $258,447 | $72,012+258.9% | $185,823+39.1% | $79,858+223.6% |
| Participation rate | 49.1% | 65.8%-16.6pp | 78.0%-28.9pp | 69.6%-20.5pp |
| Annual return | 12.52% | 23.12%-10.6pp | 35.95%-23.4pp | 31.71%-19.2pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,692 | $3,779+50.6% | $5,632+1.1% | $3,740+52.2% |
| Admin fee / account holder | $15,843 | $4,513+251.1% | $9,500+66.8% | $5,306+198.6% |