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 | $431,845 | $109,817+293.2% | $98,442+338.7% | $167,490+157.8% |
| Participation rate | 40.0% | 75.8%-35.8pp | 73.3%-33.3pp | 82.1%-42.1pp |
| Annual return | 23.52% | 1956.69%-1933.2pp | 1492.73%-1469.2pp | 478.56%-455.0pp |
| Employer contribution / active EE | $135 | $3,224-95.8% | $2,960-95.4% | $4,837-97.2% |
| Participant deferral / active EE | $1,470 | $4,673-68.5% | $4,276-65.6% | $6,341-76.8% |
| Admin fee / account holder | $1,387 | $6,753-79.5% | $5,949-76.7% | $12,309-88.7% |