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 | $319,815 | $81,460+292.6% | $103,333+209.5% | $80,856+295.5% |
| Participation rate | 26.9% | 66.8%-39.9pp | 74.5%-47.6pp | 67.6%-40.7pp |
| Annual return | 11.43% | 25.55%-14.1pp | 24.88%-13.4pp | 35.59%-24.2pp |
| Employer contribution / active EE | $594 | $3,105-80.9% | $3,868-84.6% | $2,755-78.4% |
| Participant deferral / active EE | $2,009 | $3,869-48.1% | $5,057-60.3% | $4,296-53.2% |
| Admin fee / account holder | $150,322 | $6,566+2189.3% | $8,355+1699.3% | $6,918+2072.9% |