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 | $322,803 | $173,345+86.2% | $136,007+137.3% | $145,922+121.2% |
| Participation rate | 60.0% | 80.5%-20.5pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 12.31% | 1163.32%-1151.0pp | 579.32%-567.0pp | 561.29%-549.0pp |
| Employer contribution / active EE | $0 | $5,278-100.0% | $4,217-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $12,006 | $8,699+38.0% | $7,025+70.9% | $6,688+79.5% |
| Admin fee / account holder | $28,944 | $9,954+190.8% | $6,858+322.0% | $13,397+116.0% |