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 | $274,788 | $201,272+36.5% | $184,203+49.2% | $145,922+88.3% |
| Participation rate | 60.9% | 87.5%-26.6pp | 86.8%-25.9pp | 80.3%-19.4pp |
| Annual return | 13.76% | 29.00%-15.2pp | 28.81%-15.0pp | 561.29%-547.5pp |
| Employer contribution / active EE | $1,303 | $7,022-81.4% | $6,427-79.7% | $4,660-72.0% |
| Participant deferral / active EE | $5,456 | $9,806-44.4% | $9,131-40.3% | $6,688-18.4% |
| Admin fee / account holder | $20,759 | $16,364+26.9% | $13,901+49.3% | $13,397+55.0% |