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 6-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 | $267,281 | $129,942+105.7% | $104,294+156.3% | $134,475+98.8% |
| Participation rate | 20.0% | 79.5%-59.5pp | 73.3%-53.3pp | 81.2%-61.2pp |
| Annual return | -12.55% | 42.03%-54.6pp | 24.61%-37.2pp | 417.96%-430.5pp |
| Employer contribution / active EE | $0 | $4,184-100.0% | $3,372-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,400 | $5,588-3.4% | $4,625+16.8% | $6,400-15.6% |
| Admin fee / account holder | $71,493 | $9,323+666.8% | $7,339+874.1% | $11,426+525.7% |