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.
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 | $384,539 | $108,919+253.1% | $100,391+283.0% | $145,922+163.5% |
| Participation rate | 42.1% | 82.9%-40.8pp | 81.5%-39.4pp | 80.3%-38.2pp |
| Annual return | 11.24% | 57.88%-46.6pp | 49.20%-38.0pp | 561.29%-550.0pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $8,330 | $8,445-1.4% | $8,082+3.1% | $6,688+24.6% |
| Admin fee / account holder | $20,360 | $9,689+110.1% | $7,899+157.7% | $13,397+52.0% |