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 | $258,707 | $106,355+143.2% | $237,244+9.0% | $116,875+121.4% |
| Participation rate | 42.1% | 71.9%-29.7pp | 80.3%-38.1pp | 74.5%-32.4pp |
| Annual return | 15.55% | 17.03%-1.5pp | 4131.29%-4115.7pp | 16.29%-0.7pp |
| Employer contribution / active EE | $0 | $1,595-100.0% | $4,351-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $4,312 | $3,396+27.0% | $4,056+6.3% | $3,885+11.0% |
| Admin fee / account holder | $1,149 | $11,423-89.9% | $18,030-93.6% | $12,263-90.6% |