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 | $301,597 | $87,013+246.6% | $106,213+184.0% | $80,856+273.0% |
| Participation rate | 48.4% | 70.4%-22.0pp | 75.3%-26.9pp | 67.6%-19.3pp |
| Annual return | 16.46% | 17.05%-0.6pp | 116.14%-99.7pp | 35.59%-19.1pp |
| Employer contribution / active EE | $575 | $2,395-76.0% | $3,171-81.9% | $2,755-79.1% |
| Participant deferral / active EE | $9,032 | $3,986+126.6% | $5,016+80.1% | $4,296+110.3% |
| Admin fee / account holder | $5,435 | $8,431-35.5% | $11,033-50.7% | $6,918-21.4% |