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 9-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 | $471,138 | $95,266+394.6% | $82,389+471.8% | $142,382+230.9% |
| Participation rate | 16.7% | 74.5%-57.8pp | 69.5%-52.9pp | 80.1%-63.5pp |
| Annual return | 18.47% | 25.74%-7.3pp | 28.67%-10.2pp | 217.08%-198.6pp |
| Employer contribution / active EE | $206 | $2,991-93.1% | $2,517-91.8% | $4,299-95.2% |
| Participant deferral / active EE | $3,727 | $4,809-22.5% | $4,155-10.3% | $6,507-42.7% |
| Admin fee / account holder | $44,984 | $8,563+425.3% | $7,231+522.1% | $12,624+256.3% |