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 | $257,247 | $109,881+134.1% | $150,045+71.4% | $84,808+203.3% |
| Participation rate | 64.1% | 76.1%-12.0pp | 82.3%-18.2pp | 68.3%-4.2pp |
| Annual return | 16.89% | 28.25%-11.4pp | 62.55%-45.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $4 | $3,561-99.9% | $4,693-99.9% | $2,631-99.8% |
| Participant deferral / active EE | $8,612 | $6,636+29.8% | $7,997+7.7% | $4,212+104.5% |
| Admin fee / account holder | $9,424 | $8,568+10.0% | $13,435-29.9% | $7,344+28.3% |