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 | $432,739 | $85,022+409.0% | $70,515+513.7% | $139,434+210.4% |
| Participation rate | 20.0% | 73.9%-53.9pp | 68.3%-48.3pp | 80.3%-60.3pp |
| Annual return | 28.00% | 30.38%-2.4pp | 32.77%-4.8pp | 372.94%-344.9pp |
| Employer contribution / active EE | $296 | $3,909-92.4% | $2,973-90.0% | $4,751-93.8% |
| Participant deferral / active EE | $6,000 | $5,890+1.9% | $4,567+31.4% | $6,710-10.6% |
| Admin fee / account holder | $2,345 | $8,906-73.7% | $6,412-63.4% | $11,403-79.4% |