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 | $253,687 | $185,822+36.5% | $169,993+49.2% | $139,434+81.9% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 15.94% | 60.50%-44.6pp | 53.37%-37.4pp | 372.94%-357.0pp |
| Employer contribution / active EE | $1,321 | $7,590-82.6% | $6,785-80.5% | $4,751-72.2% |
| Participant deferral / active EE | $13,534 | $11,622+16.4% | $10,408+30.0% | $6,710+101.7% |
| Admin fee / account holder | $568 | $15,381-96.3% | $12,815-95.6% | $11,403-95.0% |