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 | $261,298 | $190,805+36.9% | $159,960+63.4% | $134,475+94.3% |
| Participation rate | 14.3% | 81.9%-67.6pp | 78.0%-63.7pp | 81.2%-66.9pp |
| Annual return | -13.50% | 552.23%-565.7pp | 408.60%-422.1pp | 417.96%-431.5pp |
| Employer contribution / active EE | $473 | $4,995-90.5% | $4,226-88.8% | $4,740-90.0% |
| Participant deferral / active EE | $2,142 | $6,923-69.1% | $6,182-65.4% | $6,400-66.5% |
| Admin fee / account holder | $198,183 | $10,471+1792.6% | $8,698+2178.5% | $11,426+1634.5% |