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 | $292,894 | $175,600+66.8% | $129,110+126.9% | $134,475+117.8% |
| Participation rate | 40.0% | 81.6%-41.6pp | 77.3%-37.3pp | 81.2%-41.2pp |
| Annual return | -12.88% | -11.39%-1.5pp | -10.94%-1.9pp | 417.96%-430.8pp |
| Employer contribution / active EE | $712 | $6,355-88.8% | $5,052-85.9% | $4,740-85.0% |
| Participant deferral / active EE | $4,992 | $7,975-37.4% | $6,542-23.7% | $6,400-22.0% |
| Admin fee / account holder | $4,442 | $23,567-81.2% | $14,302-68.9% | $11,426-61.1% |