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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,986 | $159,602+63.5% | $150,045+73.9% | $142,382+83.3% |
| Participation rate | 69.2% | 84.0%-14.7pp | 82.3%-13.1pp | 80.1%-10.9pp |
| Annual return | 12.05% | 70.24%-58.2pp | 62.55%-50.5pp | 217.08%-205.0pp |
| Employer contribution / active EE | $2,320 | $4,961-53.2% | $4,693-50.6% | $4,299-46.0% |
| Participant deferral / active EE | $10,634 | $8,310+28.0% | $7,997+33.0% | $6,507+63.4% |
| Admin fee / account holder | $65,055 | $14,846+338.2% | $13,435+384.2% | $12,624+415.3% |