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 | $562,321 | $190,805+194.7% | $159,960+251.5% | $134,475+318.2% |
| Participation rate | 42.9% | 81.9%-39.1pp | 78.0%-35.1pp | 81.2%-38.4pp |
| Annual return | -6.70% | 552.23%-558.9pp | 408.60%-415.3pp | 417.96%-424.7pp |
| Employer contribution / active EE | $178 | $4,995-96.4% | $4,226-95.8% | $4,740-96.2% |
| Participant deferral / active EE | $2,415 | $6,923-65.1% | $6,182-60.9% | $6,400-62.3% |
| Admin fee / account holder | $331 | $10,471-96.8% | $8,698-96.2% | $11,426-97.1% |