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 5-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 | $286,204 | $214,378+33.5% | $200,582+42.7% | $142,382+101.0% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 15.64% | 46.41%-30.8pp | 42.33%-26.7pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,308 | $6,841-66.3% | $6,419-64.0% | $4,299-46.3% |
| Participant deferral / active EE | $2,708 | $9,865-72.5% | $9,331-71.0% | $6,507-58.4% |
| Admin fee / account holder | $671 | $17,692-96.2% | $16,305-95.9% | $12,624-94.7% |