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.
Participant 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 | $603,273 | $214,378+181.4% | $200,582+200.8% | $142,382+323.7% |
| Participation rate | 25.0% | 87.4%-62.4pp | 86.9%-61.9pp | 80.1%-55.1pp |
| Annual return | 14.92% | 46.41%-31.5pp | 42.33%-27.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,917 | $6,841-57.4% | $6,419-54.6% | $4,299-32.2% |
| Participant deferral / active EE | $2,583 | $9,865-73.8% | $9,331-72.3% | $6,507-60.3% |
| Admin fee / account holder | $6,483 | $17,692-63.4% | $16,305-60.2% | $12,624-48.6% |