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 | $375,751 | $133,958+180.5% | $112,228+234.8% | $134,475+179.4% |
| Participation rate | 16.7% | 78.6%-61.9pp | 75.1%-58.4pp | 81.2%-64.6pp |
| Annual return | -13.79% | 47.11%-60.9pp | 27.45%-41.2pp | 417.96%-431.8pp |
| Employer contribution / active EE | $701 | $4,038-82.6% | $3,635-80.7% | $4,740-85.2% |
| Participant deferral / active EE | $3,738 | $5,291-29.3% | $4,728-20.9% | $6,400-41.6% |
| Admin fee / account holder | $41,980 | $7,489+460.6% | $6,410+554.9% | $11,426+267.4% |