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 | $286,448 | $88,634+223.2% | $101,326+182.7% | $74,304+285.5% |
| Participation rate | 54.7% | 76.9%-22.1pp | 81.5%-26.8pp | 60.3%-5.6pp |
| Annual return | 18.03% | 33.10%-15.1pp | 36.82%-18.8pp | 29.43%-11.4pp |
| Employer contribution / active EE | $2 | $2,930-99.9% | $3,665-99.9% | $2,241-99.9% |
| Participant deferral / active EE | $9,283 | $7,322+26.8% | $7,994+16.1% | $3,767+146.4% |
| Admin fee / account holder | $2,199 | $2,425-9.3% | $11,185-80.3% | $2,969-25.9% |