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 | $489,465 | $88,751+451.5% | $81,812+498.3% | $145,922+235.4% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 13.61% | 1025.40%-1011.8pp | 773.79%-760.2pp | 561.29%-547.7pp |
| Employer contribution / active EE | $5,521 | $3,083+79.1% | $2,912+89.6% | $4,660+18.5% |
| Participant deferral / active EE | $582 | $4,643-87.5% | $4,319-86.5% | $6,688-91.3% |
| Admin fee / account holder | $11,293 | $8,415+34.2% | $7,386+52.9% | $13,397-15.7% |