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 | $330,405 | $176,812+86.9% | $146,665+125.3% | $167,490+97.3% |
| Participation rate | 63.6% | 83.6%-20.0pp | 80.1%-16.4pp | 82.1%-18.5pp |
| Annual return | 12.09% | 24.03%-11.9pp | 22.74%-10.7pp | 478.56%-466.5pp |
| Employer contribution / active EE | $773 | $5,160-85.0% | $4,136-81.3% | $4,837-84.0% |
| Participant deferral / active EE | $6,864 | $6,440+6.6% | $5,506+24.7% | $6,341+8.2% |
| Admin fee / account holder | $1,164 | $13,259-91.2% | $10,280-88.7% | $12,309-90.5% |