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 | $618,677 | $202,432+205.6% | $169,368+265.3% | $139,434+343.7% |
| Participation rate | 42.9% | 81.1%-38.2pp | 77.1%-34.3pp | 80.3%-37.5pp |
| Annual return | 9.00% | 531.74%-522.7pp | 405.60%-396.6pp | 372.94%-363.9pp |
| Employer contribution / active EE | $177 | $4,692-96.2% | $4,013-95.6% | $4,751-96.3% |
| Participant deferral / active EE | $2,279 | $6,938-67.2% | $6,221-63.4% | $6,710-66.0% |
| Admin fee / account holder | $423 | $10,708-96.1% | $9,003-95.3% | $11,403-96.3% |