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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $407,996 | $76,738+431.7% | $56,411+623.3% | $145,922+179.6% |
| Participation rate | 61.9% | 63.2%-1.3pp | 52.5%+9.4pp | 80.3%-18.4pp |
| Annual return | 16.80% | 2994.23%-2977.4pp | 1701.33%-1684.5pp | 561.29%-544.5pp |
| Employer contribution / active EE | $2,318 | $1,380+68.0% | $1,039+123.2% | $4,660-50.3% |
| Participant deferral / active EE | $7,656 | $2,623+191.9% | $1,952+292.2% | $6,688+14.5% |
| Admin fee / account holder | $707 | $3,334-78.8% | $2,829-75.0% | $13,397-94.7% |