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 5-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 | $251,646 | $179,726+40.0% | $156,263+61.0% | $142,382+76.7% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.9%-45.6pp | 80.1%-46.8pp |
| Annual return | 3.10% | 77.86%-74.8pp | 59.47%-56.4pp | 217.08%-214.0pp |
| Employer contribution / active EE | $1,293 | $5,069-74.5% | $4,333-70.2% | $4,299-69.9% |
| Participant deferral / active EE | $8,333 | $6,956+19.8% | $6,158+35.3% | $6,507+28.1% |
| Admin fee / account holder | $200,000 | $17,272+1057.9% | $14,255+1303.0% | $12,624+1484.3% |