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 | $1,326,703 | $210,648+529.8% | $177,989+645.4% | $145,922+809.2% |
| Participation rate | 20.0% | 80.8%-60.8pp | 77.1%-57.1pp | 80.3%-60.3pp |
| Annual return | 56.61% | 385.86%-329.2pp | 294.48%-237.9pp | 561.29%-504.7pp |
| Employer contribution / active EE | $320 | $4,565-93.0% | $3,949-91.9% | $4,660-93.1% |
| Participant deferral / active EE | $6,100 | $6,958-12.3% | $6,276-2.8% | $6,688-8.8% |
| Admin fee / account holder | $599,174 | $12,013+4887.8% | $10,363+5681.7% | $13,397+4372.5% |