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 | $410,036 | $109,413+274.8% | $156,263+162.4% | $84,808+383.5% |
| Participation rate | 44.1% | 72.7%-28.6pp | 78.9%-34.8pp | 68.3%-24.2pp |
| Annual return | 12.56% | 20.18%-7.6pp | 59.47%-46.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,190 | $4,590-30.5% | $6,158-48.2% | $4,212-24.3% |
| Admin fee / account holder | $2,494 | $9,357-73.3% | $14,255-82.5% | $7,344-66.0% |