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 | $289,827 | $86,944+233.3% | $107,525+169.5% | $74,304+290.1% |
| Participation rate | 22.7% | 59.6%-36.9pp | 75.1%-52.4pp | 60.3%-37.7pp |
| Annual return | 15.81% | 23.52%-7.7pp | 181.32%-165.5pp | 29.43%-13.6pp |
| Employer contribution / active EE | $686 | $2,757-75.1% | $3,754-81.7% | $2,241-69.4% |
| Participant deferral / active EE | $1,777 | $3,554-50.0% | $5,116-65.3% | $3,767-52.8% |
| Admin fee / account holder | $2,070 | $3,727-44.5% | $8,919-76.8% | $2,969-30.3% |