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 | $357,294 | $165,335+116.1% | $149,696+138.7% | $158,922+124.8% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 93.93% | 348.15%-254.2pp | 276.60%-182.7pp | 302.83%-208.9pp |
| Employer contribution / active EE | $787 | $5,103-84.6% | $4,644-83.1% | $4,761-83.5% |
| Participant deferral / active EE | $4,229 | $7,181-41.1% | $6,842-38.2% | $5,982-29.3% |
| Admin fee / account holder | $488 | $10,807-95.5% | $9,309-94.8% | $11,246-95.7% |