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 | $486,201 | $133,958+263.0% | $112,228+333.2% | $134,475+261.6% |
| Participation rate | 11.8% | 78.6%-66.8pp | 75.1%-63.3pp | 81.2%-69.5pp |
| Annual return | -12.33% | 47.11%-59.4pp | 27.45%-39.8pp | 417.96%-430.3pp |
| Employer contribution / active EE | $282 | $4,038-93.0% | $3,635-92.2% | $4,740-94.0% |
| Participant deferral / active EE | $1,694 | $5,291-68.0% | $4,728-64.2% | $6,400-73.5% |
| Admin fee / account holder | $1,255 | $7,489-83.2% | $6,410-80.4% | $11,426-89.0% |