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.)
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 | $451,035 | $209,832+115.0% | $189,513+138.0% | $167,490+169.3% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 7.18% | 748.27%-741.1pp | 555.15%-548.0pp | 478.56%-471.4pp |
| Employer contribution / active EE | $1,015 | $6,914-85.3% | $6,162-83.5% | $4,837-79.0% |
| Participant deferral / active EE | $12,500 | $8,935+39.9% | $8,221+52.0% | $6,341+97.1% |
| Admin fee / account holder | $5,211 | $14,293-63.5% | $12,045-56.7% | $12,309-57.7% |