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 | $526,672 | $167,484+214.5% | $151,611+247.4% | $134,475+291.7% |
| Participation rate | 20.0% | 88.4%-68.4pp | 87.5%-67.5pp | 81.2%-61.2pp |
| Annual return | -13.58% | 7.80%-21.4pp | 3.33%-16.9pp | 417.96%-431.5pp |
| Employer contribution / active EE | $900 | $6,829-86.8% | $6,166-85.4% | $4,740-81.0% |
| Participant deferral / active EE | $5,400 | $8,986-39.9% | $8,363-35.4% | $6,400-15.6% |
| Admin fee / account holder | $162,109 | $13,783+1076.2% | $11,616+1295.6% | $11,426+1318.8% |