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 | $364,896 | $74,888+387.3% | $71,209+412.4% | $142,382+156.3% |
| Participation rate | 22.2% | 76.2%-54.0pp | 73.8%-51.5pp | 80.1%-57.9pp |
| Annual return | 15.56% | 345.14%-329.6pp | 282.51%-267.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $22 | $2,854-99.2% | $2,721-99.2% | $4,299-99.5% |
| Participant deferral / active EE | $905 | $4,454-79.7% | $4,175-78.3% | $6,507-86.1% |
| Admin fee / account holder | $18,083 | $5,568+224.7% | $5,349+238.1% | $12,624+43.2% |