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 | $296,643 | $190,805+55.5% | $159,960+85.4% | $134,475+120.6% |
| Participation rate | 60.0% | 81.9%-21.9pp | 78.0%-18.0pp | 81.2%-21.2pp |
| Annual return | -8.61% | 552.23%-560.8pp | 408.60%-417.2pp | 417.96%-426.6pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $14,853 | $6,923+114.5% | $6,182+140.2% | $6,400+132.1% |
| Admin fee / account holder | $68,578 | $10,471+554.9% | $8,698+688.5% | $11,426+500.2% |