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 | $689,460 | $95,266+623.7% | $82,389+736.8% | $142,382+384.2% |
| Participation rate | 22.2% | 74.5%-52.2pp | 69.5%-47.3pp | 80.1%-57.9pp |
| Annual return | 15.86% | 25.74%-9.9pp | 28.67%-12.8pp | 217.08%-201.2pp |
| Employer contribution / active EE | $329 | $2,991-89.0% | $2,517-86.9% | $4,299-92.3% |
| Participant deferral / active EE | $6,889 | $4,809+43.3% | $4,155+65.8% | $6,507+5.9% |
| Admin fee / account holder | $3,310 | $8,563-61.3% | $7,231-54.2% | $12,624-73.8% |