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 4-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 | $330,261 | $159,901+106.5% | $146,958+124.7% | $145,922+126.3% |
| Participation rate | 42.1% | 84.0%-41.9pp | 82.2%-40.0pp | 80.3%-38.2pp |
| Annual return | 19.11% | 98.13%-79.0pp | 418.34%-399.2pp | 561.29%-542.2pp |
| Employer contribution / active EE | $2,034 | $5,286-61.5% | $4,933-58.8% | $4,660-56.4% |
| Participant deferral / active EE | $2,200 | $8,428-73.9% | $8,070-72.7% | $6,688-67.1% |
| Admin fee / account holder | $805 | $15,044-94.6% | $12,998-93.8% | $13,397-94.0% |