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 | $273,469 | $93,571+192.3% | $135,903+101.2% | $75,163+263.8% |
| Participation rate | 51.5% | 75.2%-23.7pp | 81.9%-30.4pp | 67.2%-15.7pp |
| Annual return | 13.27% | 30.90%-17.6pp | 68.23%-55.0pp | 160.62%-147.3pp |
| Employer contribution / active EE | $1,874 | $3,537-47.0% | $4,856-61.4% | $2,670-29.8% |
| Participant deferral / active EE | $4,840 | $6,404-24.4% | $7,758-37.6% | $4,125+17.3% |
| Admin fee / account holder | $24,282 | $6,975+248.1% | $10,762+125.6% | $5,651+329.7% |