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 9-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.
Employer 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $315,663 | $96,635+226.7% | $86,612+264.5% | $139,434+126.4% |
| Participation rate | 8.3% | 74.4%-66.1pp | 71.7%-63.4pp | 80.3%-72.0pp |
| Annual return | 18.87% | 106.41%-87.5pp | 591.07%-572.2pp | 372.94%-354.1pp |
| Employer contribution / active EE | $256 | $3,263-92.1% | $3,022-91.5% | $4,751-94.6% |
| Participant deferral / active EE | $1,218 | $4,836-74.8% | $4,438-72.6% | $6,710-81.8% |
| Admin fee / account holder | $45,812 | $6,408+614.9% | $5,614+716.0% | $11,403+301.8% |