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 | $493,227 | $209,411+135.5% | $178,490+176.3% | $158,922+210.4% |
| Participation rate | 25.0% | 86.3%-61.3pp | 81.9%-56.9pp | 82.0%-57.0pp |
| Annual return | 18.40% | 188.75%-170.4pp | 151.07%-132.7pp | 302.83%-284.4pp |
| Employer contribution / active EE | $1,710 | $5,706-70.0% | $5,011-65.9% | $4,761-64.1% |
| Participant deferral / active EE | $1,710 | $5,954-71.3% | $5,202-67.1% | $5,982-71.4% |
| Admin fee / account holder | $319,154 | $17,074+1769.2% | $13,984+2182.3% | $11,246+2738.0% |