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 | $262,762 | $102,317+156.8% | $146,958+78.8% | $80,856+225.0% |
| Participation rate | 50.8% | 75.8%-25.0pp | 82.2%-31.4pp | 67.6%-16.8pp |
| Annual return | 11.15% | 134.76%-123.6pp | 418.34%-407.2pp | 35.59%-24.4pp |
| Employer contribution / active EE | $6,698 | $3,713+80.4% | $4,933+35.8% | $2,755+143.1% |
| Participant deferral / active EE | $4,674 | $6,644-29.6% | $8,070-42.1% | $4,296+8.8% |
| Admin fee / account holder | $72,753 | $7,941+816.1% | $12,998+459.7% | $6,918+951.7% |