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 | $294,314 | $297,529-1.1% | $246,525+19.4% | $357,791-17.7% |
| Participation rate | 25.0% | 86.5%-61.5pp | 82.0%-57.0pp | 85.6%-60.6pp |
| Annual return | 9.21% | -2.25%+11.5pp | 0.46%+8.7pp | 396.79%-387.6pp |
| Employer contribution / active EE | $3,872 | $8,709-55.5% | $7,467-48.1% | $7,508-48.4% |
| Participant deferral / active EE | $7,600 | $6,076+25.1% | $5,422+40.2% | $5,521+37.7% |
| Admin fee / account holder | $110,017 | $16,212+578.6% | $16,551+564.7% | $28,387+287.6% |