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 | $277,077 | $89,753+208.7% | $107,525+157.7% | $84,808+226.7% |
| Participation rate | 21.7% | 68.1%-46.3pp | 75.1%-53.3pp | 68.3%-46.6pp |
| Annual return | 15.88% | 29.48%-13.6pp | 181.32%-165.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $335 | $3,113-89.2% | $3,754-91.1% | $2,631-87.3% |
| Participant deferral / active EE | $1,770 | $4,056-56.4% | $5,116-65.4% | $4,212-58.0% |
| Admin fee / account holder | $6,759 | $7,222-6.4% | $8,919-24.2% | $7,344-8.0% |