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 | $407,241 | $89,355+355.8% | $141,162+188.5% | $72,985+458.0% |
| Participation rate | 15.0% | 75.1%-60.1pp | 82.5%-67.5pp | 69.5%-54.5pp |
| Annual return | 26.59% | 111.85%-85.3pp | 71.39%-44.8pp | 81.00%-54.4pp |
| Employer contribution / active EE | $719 | $3,114-76.9% | $4,735-84.8% | $2,440-70.5% |
| Participant deferral / active EE | $1,675 | $5,418-69.1% | $6,709-75.0% | $3,607-53.6% |
| Admin fee / account holder | $4,116 | $5,958-30.9% | $10,261-59.9% | $5,124-19.7% |