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 | $278,825 | $72,277+285.8% | $101,248+175.4% | $79,858+249.2% |
| Participation rate | 44.4% | 68.5%-24.0pp | 75.8%-31.4pp | 69.6%-25.2pp |
| Annual return | 15.97% | 22.30%-6.3pp | 46.47%-30.5pp | 31.71%-15.7pp |
| Employer contribution / active EE | $242 | $2,692-91.0% | $3,660-93.4% | $2,471-90.2% |
| Participant deferral / active EE | $3,882 | $3,282+18.3% | $4,370-11.2% | $3,740+3.8% |
| Admin fee / account holder | $654 | $4,400-85.1% | $5,945-89.0% | $5,306-87.7% |