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 | $336,972 | $102,317+229.3% | $146,958+129.3% | $80,856+316.8% |
| Participation rate | 44.2% | 75.8%-31.7pp | 82.2%-38.0pp | 67.6%-23.5pp |
| Annual return | 12.18% | 134.76%-122.6pp | 418.34%-406.2pp | 35.59%-23.4pp |
| Employer contribution / active EE | $242 | $3,713-93.5% | $4,933-95.1% | $2,755-91.2% |
| Participant deferral / active EE | $8,698 | $6,644+30.9% | $8,070+7.8% | $4,296+102.5% |
| Admin fee / account holder | $9,741 | $7,941+22.7% | $12,998-25.1% | $6,918+40.8% |