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 | $266,950 | $60,892+338.4% | $82,389+224.0% | $84,808+214.8% |
| Participation rate | 40.0% | 63.3%-23.3pp | 69.5%-29.5pp | 68.3%-28.3pp |
| Annual return | 20.39% | 37.29%-16.9pp | 28.67%-8.3pp | 40.90%-20.5pp |
| Employer contribution / active EE | $432 | $1,779-75.7% | $2,517-82.8% | $2,631-83.6% |
| Participant deferral / active EE | $1,025 | $3,179-67.7% | $4,155-75.3% | $4,212-75.7% |
| Admin fee / account holder | $1,312 | $5,467-76.0% | $7,231-81.8% | $7,344-82.1% |