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 | $377,315 | $95,561+294.8% | $77,163+389.0% | $139,434+170.6% |
| Participation rate | 41.7% | 73.9%-32.3pp | 69.6%-27.9pp | 80.3%-38.7pp |
| Annual return | 20.08% | 54.92%-34.8pp | 37.87%-17.8pp | 372.94%-352.9pp |
| Employer contribution / active EE | $325 | $3,147-89.7% | $2,535-87.2% | $4,751-93.2% |
| Participant deferral / active EE | $3,066 | $4,624-33.7% | $3,833-20.0% | $6,710-54.3% |
| Admin fee / account holder | $3,106 | $8,295-62.6% | $5,472-43.2% | $11,403-72.8% |