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 4-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 | $397,059 | $29,660+1238.7% | $56,411+603.9% | $80,856+391.1% |
| Participation rate | 18.8% | 41.6%-22.8pp | 52.5%-33.6pp | 67.6%-48.8pp |
| Annual return | 10.83% | 35.23%-24.4pp | 1701.33%-1690.5pp | 35.59%-24.8pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,172 | $1,226-4.4% | $1,952-40.0% | $4,296-72.7% |
| Admin fee / account holder | $860 | $2,428-64.6% | $2,829-69.6% | $6,918-87.6% |