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 | $2,399,972 | $85,790+2697.5% | $67,313+3465.4% | $135,375+1672.8% |
| Participation rate | 14.3% | 76.5%-62.2pp | 69.1%-54.8pp | 82.6%-68.4pp |
| Annual return | 6.31% | -0.54%+6.9pp | -4.08%+10.4pp | 519.73%-513.4pp |
| Employer contribution / active EE | $11,009 | $3,487+215.7% | $2,566+329.1% | $4,779+130.4% |
| Participant deferral / active EE | $0 | $4,651-100.0% | $3,568-100.0% | $5,609-100.0% |
| Admin fee / account holder | $521,387 | $6,392+8056.4% | $4,507+11469.0% | $10,827+4715.6% |