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 | $370,378 | $217,402+70.4% | $185,823+99.3% | $167,490+121.1% |
| Participation rate | 30.0% | 86.0%-56.0pp | 81.7%-51.7pp | 82.1%-52.1pp |
| Annual return | 22.05% | 148.36%-126.3pp | 122.05%-100.0pp | 478.56%-456.5pp |
| Employer contribution / active EE | $624 | $5,873-89.4% | $5,167-87.9% | $4,837-87.1% |
| Participant deferral / active EE | $3,640 | $6,356-42.7% | $5,568-34.6% | $6,341-42.6% |
| Admin fee / account holder | $17,051 | $19,811-13.9% | $16,237+5.0% | $12,309+38.5% |