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 | $672,395 | $210,648+219.2% | $177,989+277.8% | $145,922+360.8% |
| Participation rate | 42.9% | 80.8%-37.9pp | 77.1%-34.2pp | 80.3%-37.4pp |
| Annual return | 7.75% | 385.86%-378.1pp | 294.48%-286.7pp | 561.29%-553.5pp |
| Employer contribution / active EE | $180 | $4,565-96.1% | $3,949-95.4% | $4,660-96.1% |
| Participant deferral / active EE | $2,298 | $6,958-67.0% | $6,276-63.4% | $6,688-65.6% |
| Admin fee / account holder | $475 | $12,013-96.0% | $10,363-95.4% | $13,397-96.5% |