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 | $343,706 | $157,256+118.6% | $141,162+143.5% | $152,861+124.8% |
| Participation rate | 42.9% | 84.8%-42.0pp | 82.5%-39.6pp | 82.4%-39.6pp |
| Annual return | 15.46% | 64.32%-48.9pp | 71.39%-55.9pp | 345.32%-329.9pp |
| Employer contribution / active EE | $1,209 | $5,261-77.0% | $4,735-74.5% | $4,762-74.6% |
| Participant deferral / active EE | $1,700 | $7,109-76.1% | $6,709-74.7% | $5,850-70.9% |
| Admin fee / account holder | $165,734 | $12,120+1267.4% | $10,261+1515.2% | $11,596+1329.2% |