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 | $947,105 | $117,983+702.7% | $101,794+830.4% | $142,382+565.2% |
| Participation rate | 22.2% | 74.2%-52.0pp | 69.2%-47.0pp | 80.1%-57.9pp |
| Annual return | 22.95% | 36.92%-14.0pp | 30.53%-7.6pp | 217.08%-194.1pp |
| Employer contribution / active EE | $432 | $2,773-84.4% | $2,289-81.1% | $4,299-90.0% |
| Participant deferral / active EE | $6,889 | $4,714+46.1% | $4,084+68.7% | $6,507+5.9% |
| Admin fee / account holder | $6,259 | $10,433-40.0% | $8,777-28.7% | $12,624-50.4% |