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.
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 | $712,978 | $111,724+538.2% | $93,606+661.7% | $145,922+388.6% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 13.36% | 202.98%-189.6pp | 133.20%-119.8pp | 561.29%-547.9pp |
| Employer contribution / active EE | $935 | $3,090-69.7% | $2,420-61.4% | $4,660-79.9% |
| Participant deferral / active EE | $935 | $4,912-81.0% | $4,411-78.8% | $6,688-86.0% |
| Admin fee / account holder | $30,778 | $10,250+200.3% | $8,285+271.5% | $13,397+129.7% |