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 | $475,034 | $124,281+282.2% | $109,143+335.2% | $167,490+183.6% |
| Participation rate | 37.5% | 79.4%-41.9pp | 75.9%-38.4pp | 82.1%-44.6pp |
| Annual return | 12.90% | 26.04%-13.1pp | 25.75%-12.8pp | 478.56%-465.7pp |
| Employer contribution / active EE | $767 | $4,207-81.8% | $3,722-79.4% | $4,837-84.1% |
| Participant deferral / active EE | $5,384 | $5,255+2.5% | $4,653+15.7% | $6,341-15.1% |
| Admin fee / account holder | $4,067 | $7,970-49.0% | $6,752-39.8% | $12,309-67.0% |