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 | $517,920 | $179,726+188.2% | $156,263+231.4% | $142,382+263.8% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.9%-45.6pp | 80.1%-46.8pp |
| Annual return | 5.90% | 77.86%-72.0pp | 59.47%-53.6pp | 217.08%-211.2pp |
| Employer contribution / active EE | $5,761 | $5,069+13.7% | $4,333+33.0% | $4,299+34.0% |
| Participant deferral / active EE | $11,583 | $6,956+66.5% | $6,158+88.1% | $6,507+78.0% |
| Admin fee / account holder | $17,326 | $17,272+0.3% | $14,255+21.5% | $12,624+37.2% |