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 | $335,742 | $214,378+56.6% | $200,582+67.4% | $142,382+135.8% |
| Participation rate | 45.5% | 87.4%-42.0pp | 86.9%-41.4pp | 80.1%-34.7pp |
| Annual return | 18.45% | 46.41%-28.0pp | 42.33%-23.9pp | 217.08%-198.6pp |
| Employer contribution / active EE | $931 | $6,841-86.4% | $6,419-85.5% | $4,299-78.3% |
| Participant deferral / active EE | $5,765 | $9,865-41.6% | $9,331-38.2% | $6,507-11.4% |
| Admin fee / account holder | $10,665 | $17,692-39.7% | $16,305-34.6% | $12,624-15.5% |