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 9-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 | $266,716 | $54,705+387.6% | $71,209+274.6% | $84,808+214.5% |
| Participation rate | 3.4% | 64.1%-60.7pp | 73.8%-70.4pp | 68.3%-64.9pp |
| Annual return | 17.36% | 35.90%-18.5pp | 282.51%-265.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $111 | $2,158-94.9% | $2,721-95.9% | $2,631-95.8% |
| Participant deferral / active EE | $792 | $3,030-73.9% | $4,175-81.0% | $4,212-81.2% |
| Admin fee / account holder | $3,834 | $4,863-21.2% | $5,349-28.3% | $7,344-47.8% |