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 9-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 | $263,517 | $111,724+135.9% | $93,606+181.5% | $145,922+80.6% |
| Participation rate | 10.0% | 74.2%-64.2pp | 68.7%-58.7pp | 80.3%-70.3pp |
| Annual return | 18.88% | 202.98%-184.1pp | 133.20%-114.3pp | 561.29%-542.4pp |
| Employer contribution / active EE | $163 | $3,090-94.7% | $2,420-93.3% | $4,660-96.5% |
| Participant deferral / active EE | $1,855 | $4,912-62.2% | $4,411-57.9% | $6,688-72.3% |
| Admin fee / account holder | $1,318 | $10,250-87.1% | $8,285-84.1% | $13,397-90.2% |