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 | $563,413 | $111,754+404.2% | $103,333+445.2% | $145,922+286.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 8.23% | 24.77%-16.5pp | 24.88%-16.6pp | 561.29%-553.1pp |
| Employer contribution / active EE | $942 | $4,212-77.6% | $3,868-75.6% | $4,660-79.8% |
| Participant deferral / active EE | $2,120 | $5,619-62.3% | $5,057-58.1% | $6,688-68.3% |
| Admin fee / account holder | $3,786 | $9,750-61.2% | $8,355-54.7% | $13,397-71.7% |