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.
Participant 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 | $543,670 | $123,909+338.8% | $69,647+680.6% | $145,922+272.6% |
| Participation rate | 40.0% | 69.2%-29.2pp | 66.5%-26.5pp | 80.3%-40.3pp |
| Annual return | 17.20% | 190.55%-173.3pp | 100.48%-83.3pp | 561.29%-544.1pp |
| Employer contribution / active EE | $534 | $2,682-80.1% | $1,712-68.8% | $4,660-88.5% |
| Participant deferral / active EE | $534 | $4,236-87.4% | $2,886-81.5% | $6,688-92.0% |
| Admin fee / account holder | $7,903 | $7,863+0.5% | $4,713+67.7% | $13,397-41.0% |