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 | $288,636 | $45,863+529.3% | $77,024+274.7% | $68,494+321.4% |
| Participation rate | 6.7% | 55.9%-49.2pp | 67.9%-61.2pp | 67.9%-61.2pp |
| Annual return | -12.34% | 1.72%-14.1pp | 42.32%-54.7pp | -7.84%-4.5pp |
| Employer contribution / active EE | $127 | $1,650-92.3% | $2,812-95.5% | $2,596-95.1% |
| Participant deferral / active EE | $795 | $2,962-73.2% | $4,426-82.0% | $4,027-80.3% |
| Admin fee / account holder | $2,923 | $3,041-3.9% | $5,425-46.1% | $5,403-45.9% |