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 | $330,936 | $100,041+230.8% | $149,718+121.0% | $70,131+371.9% |
| Participation rate | 69.2% | 83.6%-14.4pp | 87.1%-17.8pp | 69.5%-0.3pp |
| Annual return | 86.41% | 27.43%+59.0pp | 1501.63%-1415.2pp | 73.14%+13.3pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,342 | $4,983+47.4% | $6,569+11.8% | $3,332+120.4% |
| Admin fee / account holder | $11,193 | $8,286+35.1% | $11,283-0.8% | $4,645+141.0% |