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 | $704,420 | $91,190+672.5% | $178,490+294.7% | $79,858+782.1% |
| Participation rate | 4.8% | 69.2%-64.4pp | 81.9%-77.2pp | 69.6%-64.9pp |
| Annual return | 64.40% | 24.19%+40.2pp | 151.07%-86.7pp | 31.71%+32.7pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,238 | $3,236-61.7% | $5,202-76.2% | $3,740-66.9% |
| Admin fee / account holder | $1,507 | $6,751-77.7% | $13,984-89.2% | $5,306-71.6% |