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.
Employer 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 | $261,139 | $71,516+265.1% | $98,439+165.3% | $71,457+265.4% |
| Participation rate | 60.2% | 72.7%-12.5pp | 75.2%-15.0pp | 67.9%-7.7pp |
| Annual return | 27.44% | 32.41%-5.0pp | 21.16%+6.3pp | 28.85%-1.4pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,048-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $6,550 | $4,109+59.4% | $4,738+38.2% | $4,289+52.7% |
| Admin fee / account holder | $4,077 | $1,675+143.4% | $8,948-54.4% | $1,587+156.9% |