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 | $303,131 | $86,929+248.7% | $102,423+196.0% | $80,856+274.9% |
| Participation rate | 52.5% | 72.4%-19.9pp | 76.5%-24.0pp | 67.6%-15.1pp |
| Annual return | 15.84% | 18.88%-3.0pp | 29.32%-13.5pp | 35.59%-19.8pp |
| Employer contribution / active EE | $499 | $2,369-79.0% | $3,023-83.5% | $2,755-81.9% |
| Participant deferral / active EE | $3,220 | $4,118-21.8% | $5,053-36.3% | $4,296-25.1% |
| Admin fee / account holder | $31,890 | $8,049+296.2% | $9,451+237.4% | $6,918+361.0% |