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 | $399,686 | $175,600+127.6% | $129,110+209.6% | $134,475+197.2% |
| Participation rate | 66.7% | 81.6%-14.9pp | 77.3%-10.6pp | 81.2%-14.6pp |
| Annual return | -24.81% | -11.39%-13.4pp | -10.94%-13.9pp | 417.96%-442.8pp |
| Employer contribution / active EE | $6,828 | $6,355+7.5% | $5,052+35.2% | $4,740+44.1% |
| Participant deferral / active EE | $12,942 | $7,975+62.3% | $6,542+97.8% | $6,400+102.2% |
| Admin fee / account holder | $5,122 | $23,567-78.3% | $14,302-64.2% | $11,426-55.2% |