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 | $539,302 | $95,416+465.2% | $185,823+190.2% | $85,850+528.2% |
| Participation rate | 3.2% | 68.8%-65.5pp | 81.7%-78.5pp | 69.3%-66.1pp |
| Annual return | 37.28% | 23.59%+13.7pp | 122.05%-84.8pp | 318.53%-281.3pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,735 | $3,423-20.1% | $5,568-50.9% | $3,952-30.8% |
| Admin fee / account holder | $135,967 | $7,213+1785.1% | $16,237+737.4% | $6,260+2072.0% |