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 | $340,079 | $109,881+209.5% | $150,045+126.7% | $84,808+301.0% |
| Participation rate | 61.1% | 76.1%-15.0pp | 82.3%-21.2pp | 68.3%-7.2pp |
| Annual return | 14.65% | 28.25%-13.6pp | 62.55%-47.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2 | $3,561-99.9% | $4,693-99.9% | $2,631-99.9% |
| Participant deferral / active EE | $5,146 | $6,636-22.5% | $7,997-35.7% | $4,212+22.2% |
| Admin fee / account holder | $57,605 | $8,568+572.3% | $13,435+328.8% | $7,344+684.4% |