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 | $281,365 | $72,277+289.3% | $101,248+177.9% | $79,858+252.3% |
| Participation rate | 67.9% | 68.5%-0.6pp | 75.8%-8.0pp | 69.6%-1.8pp |
| Annual return | 13.92% | 22.30%-8.4pp | 46.47%-32.6pp | 31.71%-17.8pp |
| Employer contribution / active EE | $366 | $2,692-86.4% | $3,660-90.0% | $2,471-85.2% |
| Participant deferral / active EE | $7,327 | $3,282+123.3% | $4,370+67.7% | $3,740+95.9% |
| Admin fee / account holder | $32,251 | $4,400+632.9% | $5,945+442.4% | $5,306+507.8% |