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 9-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 | $251,021 | $79,944+214.0% | $98,439+155.0% | $75,163+234.0% |
| Participation rate | 46.9% | 70.4%-23.5pp | 75.2%-28.3pp | 67.2%-20.3pp |
| Annual return | 15.80% | 19.75%-3.9pp | 21.16%-5.4pp | 160.62%-144.8pp |
| Employer contribution / active EE | $471 | $2,264-79.2% | $3,048-84.5% | $2,670-82.3% |
| Participant deferral / active EE | $9,667 | $3,752+157.6% | $4,738+104.0% | $4,125+134.3% |
| Admin fee / account holder | $45,166 | $6,840+560.3% | $8,948+404.8% | $5,651+699.3% |