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 | $265,037 | $159,901+65.8% | $146,958+80.3% | $145,922+81.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 6.62% | 98.13%-91.5pp | 418.34%-411.7pp | 561.29%-554.7pp |
| Employer contribution / active EE | $1,773 | $5,286-66.5% | $4,933-64.1% | $4,660-61.9% |
| Participant deferral / active EE | $10,342 | $8,428+22.7% | $8,070+28.1% | $6,688+54.6% |
| Admin fee / account holder | $55,664 | $15,044+270.0% | $12,998+328.2% | $13,397+315.5% |