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 | $311,176 | $190,805+63.1% | $159,960+94.5% | $134,475+131.4% |
| Participation rate | 23.5% | 81.9%-58.4pp | 78.0%-54.4pp | 81.2%-57.7pp |
| Annual return | -14.82% | 552.23%-567.1pp | 408.60%-423.4pp | 417.96%-432.8pp |
| Employer contribution / active EE | $308 | $4,995-93.8% | $4,226-92.7% | $4,740-93.5% |
| Participant deferral / active EE | $1,900 | $6,923-72.6% | $6,182-69.3% | $6,400-70.3% |
| Admin fee / account holder | $959 | $10,471-90.8% | $8,698-89.0% | $11,426-91.6% |