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 | $329,460 | $96,128+242.7% | $136,007+142.2% | $80,856+307.5% |
| Participation rate | 55.6% | 71.2%-15.7pp | 76.5%-20.9pp | 67.6%-12.1pp |
| Annual return | 13.91% | 28.71%-14.8pp | 579.32%-565.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $366 | $3,351-89.1% | $4,217-91.3% | $2,755-86.7% |
| Participant deferral / active EE | $3,651 | $5,709-36.0% | $7,025-48.0% | $4,296-15.0% |
| Admin fee / account holder | $32,216 | $8,236+291.1% | $6,858+369.7% | $6,918+365.7% |