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 | $635,680 | $227,553+179.4% | $189,557+235.4% | $167,490+279.5% |
| Participation rate | 4.8% | 82.5%-77.7pp | 78.4%-73.7pp | 82.1%-77.3pp |
| Annual return | 22.92% | 78.40%-55.5pp | 64.17%-41.2pp | 478.56%-455.6pp |
| Employer contribution / active EE | $53 | $5,316-99.0% | $4,412-98.8% | $4,837-98.9% |
| Participant deferral / active EE | $2,456 | $7,002-64.9% | $6,174-60.2% | $6,341-61.3% |
| Admin fee / account holder | $16,000 | $11,878+34.7% | $9,807+63.1% | $12,309+30.0% |