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.
Participant 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 | $288,270 | $201,272+43.2% | $184,203+56.5% | $145,922+97.6% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 30.47% | 29.00%+1.5pp | 28.81%+1.7pp | 561.29%-530.8pp |
| Employer contribution / active EE | $2,180 | $7,022-69.0% | $6,427-66.1% | $4,660-53.2% |
| Participant deferral / active EE | $2,180 | $9,806-77.8% | $9,131-76.1% | $6,688-67.4% |
| Admin fee / account holder | $2,976 | $16,364-81.8% | $13,901-78.6% | $13,397-77.8% |