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 | $318,105 | $148,978+113.5% | $200,582+58.6% | $84,808+275.1% |
| Participation rate | 57.7% | 84.2%-26.5pp | 86.9%-29.2pp | 68.3%-10.6pp |
| Annual return | 15.61% | 28.16%-12.6pp | 42.33%-26.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $3,386 | $4,815-29.7% | $6,419-47.2% | $2,631+28.7% |
| Participant deferral / active EE | $6,604 | $7,142-7.5% | $9,331-29.2% | $4,212+56.8% |
| Admin fee / account holder | $11,601 | $13,977-17.0% | $16,305-28.9% | $7,344+58.0% |