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 | $458,139 | $109,881+316.9% | $150,045+205.3% | $84,808+440.2% |
| Participation rate | 64.9% | 76.1%-11.2pp | 82.3%-17.5pp | 68.3%-3.4pp |
| Annual return | 13.46% | 28.25%-14.8pp | 62.55%-49.1pp | 40.90%-27.4pp |
| Employer contribution / active EE | $4,145 | $3,561+16.4% | $4,693-11.7% | $2,631+57.5% |
| Participant deferral / active EE | $10,037 | $6,636+51.2% | $7,997+25.5% | $4,212+138.3% |
| Admin fee / account holder | $6,781 | $8,568-20.9% | $13,435-49.5% | $7,344-7.7% |