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 | $250,211 | $126,574+97.7% | $106,213+135.6% | $145,922+71.5% |
| Participation rate | 69.2% | 77.6%-8.4pp | 75.3%-6.0pp | 80.3%-11.0pp |
| Annual return | 9.97% | 224.79%-214.8pp | 116.14%-106.2pp | 561.29%-551.3pp |
| Employer contribution / active EE | $0 | $3,730-100.0% | $3,171-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $8,016 | $5,724+40.0% | $5,016+59.8% | $6,688+19.9% |
| Admin fee / account holder | $8,162 | $17,304-52.8% | $11,033-26.0% | $13,397-39.1% |