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 7-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.
Participant 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.)
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 | $422,484 | $189,613+122.8% | $167,512+152.2% | $142,382+196.7% |
| Participation rate | 54.5% | 80.1%-25.6pp | 77.1%-22.5pp | 80.1%-25.6pp |
| Annual return | 7.63% | 2024.68%-2017.1pp | 1615.79%-1608.2pp | 217.08%-209.4pp |
| Employer contribution / active EE | $4,062 | $4,349-6.6% | $3,882+4.6% | $4,299-5.5% |
| Participant deferral / active EE | $545 | $6,981-92.2% | $6,405-91.5% | $6,507-91.6% |
| Admin fee / account holder | $269,791 | $10,528+2462.5% | $9,769+2661.7% | $12,624+2037.2% |