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 | $369,771 | $90,348+309.3% | $75,972+386.7% | $145,922+153.4% |
| Participation rate | 22.2% | 74.5%-52.2pp | 69.1%-46.8pp | 80.3%-58.1pp |
| Annual return | 12.64% | 620.88%-608.2pp | 359.55%-346.9pp | 561.29%-548.6pp |
| Employer contribution / active EE | $498 | $3,311-84.9% | $2,685-81.4% | $4,660-89.3% |
| Participant deferral / active EE | $1,592 | $5,162-69.2% | $4,255-62.6% | $6,688-76.2% |
| Admin fee / account holder | $91,065 | $8,467+975.5% | $6,467+1308.2% | $13,397+579.7% |