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 | $351,425 | $110,809+217.1% | $86,874+304.5% | $167,490+109.8% |
| Participation rate | 50.0% | 75.8%-25.8pp | 71.6%-21.6pp | 82.1%-32.1pp |
| Annual return | 8.60% | 116.98%-108.4pp | 63.52%-54.9pp | 478.56%-470.0pp |
| Employer contribution / active EE | $0 | $3,244-100.0% | $2,495-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,863 | $4,546-37.0% | $3,699-22.6% | $6,341-54.9% |
| Admin fee / account holder | $2,335 | $8,415-72.3% | $5,828-59.9% | $12,309-81.0% |