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.
Participant 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 | $268,159 | $109,881+144.0% | $150,045+78.7% | $84,808+216.2% |
| Participation rate | 29.4% | 76.1%-46.7pp | 82.3%-52.9pp | 68.3%-38.9pp |
| Annual return | 18.63% | 28.25%-9.6pp | 62.55%-43.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $911 | $3,561-74.4% | $4,693-80.6% | $2,631-65.4% |
| Participant deferral / active EE | $2,100 | $6,636-68.4% | $7,997-73.7% | $4,212-50.1% |
| Admin fee / account holder | $659 | $8,568-92.3% | $13,435-95.1% | $7,344-91.0% |