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 | $749,464 | $117,983+535.2% | $101,794+636.3% | $142,382+426.4% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | -2.14% | 36.92%-39.1pp | 30.53%-32.7pp | 217.08%-219.2pp |
| Employer contribution / active EE | $15,664 | $2,773+464.9% | $2,289+584.4% | $4,299+264.4% |
| Participant deferral / active EE | $10,167 | $4,714+115.7% | $4,084+148.9% | $6,507+56.2% |
| Admin fee / account holder | $4,830 | $10,433-53.7% | $8,777-45.0% | $12,624-61.7% |