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 | $312,094 | $89,753+247.7% | $107,525+190.3% | $84,808+268.0% |
| Participation rate | 23.7% | 68.1%-44.4pp | 75.1%-51.4pp | 68.3%-44.6pp |
| Annual return | 15.37% | 29.48%-14.1pp | 181.32%-165.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $353 | $3,113-88.7% | $3,754-90.6% | $2,631-86.6% |
| Participant deferral / active EE | $2,052 | $4,056-49.4% | $5,116-59.9% | $4,212-51.3% |
| Admin fee / account holder | $8,591 | $7,222+19.0% | $8,919-3.7% | $7,344+17.0% |