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 | $291,725 | $111,754+161.0% | $103,333+182.3% | $145,922+99.9% |
| Participation rate | 11.1% | 77.9%-66.8pp | 74.5%-63.4pp | 80.3%-69.2pp |
| Annual return | 11.14% | 24.77%-13.6pp | 24.88%-13.7pp | 561.29%-550.1pp |
| Employer contribution / active EE | $462 | $4,212-89.0% | $3,868-88.0% | $4,660-90.1% |
| Participant deferral / active EE | $1,756 | $5,619-68.8% | $5,057-65.3% | $6,688-73.7% |
| Admin fee / account holder | $2,109 | $9,750-78.4% | $8,355-74.8% | $13,397-84.3% |