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 | $620,686 | $185,822+234.0% | $169,993+265.1% | $139,434+345.1% |
| Participation rate | 20.0% | 87.8%-67.8pp | 87.0%-67.0pp | 80.3%-60.3pp |
| Annual return | 14.52% | 60.50%-46.0pp | 53.37%-38.9pp | 372.94%-358.4pp |
| Employer contribution / active EE | $1,018 | $7,590-86.6% | $6,785-85.0% | $4,751-78.6% |
| Participant deferral / active EE | $6,000 | $11,622-48.4% | $10,408-42.3% | $6,710-10.6% |
| Admin fee / account holder | $1,682 | $15,381-89.1% | $12,815-86.9% | $11,403-85.2% |