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 8-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 | $298,438 | $159,602+87.0% | $150,045+98.9% | $142,382+109.6% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.3%-42.3pp | 80.1%-40.1pp |
| Annual return | 15.23% | 70.24%-55.0pp | 62.55%-47.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $560 | $4,961-88.7% | $4,693-88.1% | $4,299-87.0% |
| Participant deferral / active EE | $12,400 | $8,310+49.2% | $7,997+55.1% | $6,507+90.6% |
| Admin fee / account holder | $1,495 | $14,846-89.9% | $13,435-88.9% | $12,624-88.2% |