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 | $289,014 | $100,754+186.9% | $86,677+233.4% | $134,475+114.9% |
| Participation rate | 61.1% | 78.9%-17.8pp | 76.6%-15.5pp | 81.2%-20.1pp |
| Annual return | -21.37% | 29.04%-50.4pp | 35.91%-57.3pp | 417.96%-439.3pp |
| Employer contribution / active EE | $919 | $3,489-73.7% | $2,836-67.6% | $4,740-80.6% |
| Participant deferral / active EE | $5,809 | $5,338+8.8% | $4,656+24.8% | $6,400-9.2% |
| Admin fee / account holder | $16,321 | $10,926+49.4% | $7,493+117.8% | $11,426+42.8% |