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 | $2,530,788 | $159,602+1485.7% | $150,045+1586.7% | $142,382+1677.5% |
| Participation rate | 8.3% | 84.0%-75.6pp | 82.3%-74.0pp | 80.1%-71.8pp |
| Annual return | 9.67% | 70.24%-60.6pp | 62.55%-52.9pp | 217.08%-207.4pp |
| Employer contribution / active EE | $5,422 | $4,961+9.3% | $4,693+15.5% | $4,299+26.1% |
| Participant deferral / active EE | $6,269 | $8,310-24.6% | $7,997-21.6% | $6,507-3.7% |
| Admin fee / account holder | $50,000 | $14,846+236.8% | $13,435+272.2% | $12,624+296.1% |