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 | $470,590 | $165,984+183.5% | $164,813+185.5% | $145,922+222.5% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.6%-20.3pp | 80.3%-21.9pp |
| Annual return | 53.83% | 100.03%-46.2pp | 69.93%-16.1pp | 561.29%-507.5pp |
| Employer contribution / active EE | $872 | $5,273-83.5% | $4,341-79.9% | $4,660-81.3% |
| Participant deferral / active EE | $5,695 | $6,959-18.2% | $6,031-5.6% | $6,688-14.8% |
| Admin fee / account holder | $374 | $16,648-97.8% | $12,690-97.1% | $13,397-97.2% |