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 | $375,302 | $159,901+134.7% | $146,958+155.4% | $145,922+157.2% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-12.9pp | 80.3%-11.0pp |
| Annual return | 8.60% | 98.13%-89.5pp | 418.34%-409.7pp | 561.29%-552.7pp |
| Employer contribution / active EE | $7,467 | $5,286+41.3% | $4,933+51.4% | $4,660+60.3% |
| Participant deferral / active EE | $16,385 | $8,428+94.4% | $8,070+103.0% | $6,688+145.0% |
| Admin fee / account holder | $27,537 | $15,044+83.0% | $12,998+111.9% | $13,397+105.5% |