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 | $349,114 | $127,065+174.8% | $113,168+208.5% | $142,382+145.2% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 12.24% | 24.03%-11.8pp | 24.27%-12.0pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,224 | $3,442-64.4% | $2,975-58.9% | $4,299-71.5% |
| Participant deferral / active EE | $1,094 | $5,716-80.9% | $5,107-78.6% | $6,507-83.2% |
| Admin fee / account holder | $3,555 | $15,736-77.4% | $12,068-70.5% | $12,624-71.8% |