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 | $262,433 | $201,272+30.4% | $184,203+42.5% | $145,922+79.8% |
| Participation rate | 35.3% | 87.5%-52.2pp | 86.8%-51.5pp | 80.3%-45.0pp |
| Annual return | 12.61% | 29.00%-16.4pp | 28.81%-16.2pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,228 | $7,022-82.5% | $6,427-80.9% | $4,660-73.6% |
| Participant deferral / active EE | $6,132 | $9,806-37.5% | $9,131-32.8% | $6,688-8.3% |
| Admin fee / account holder | $25,000 | $16,364+52.8% | $13,901+79.8% | $13,397+86.6% |