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 | $358,566 | $114,381+213.5% | $107,525+233.5% | $142,382+151.8% |
| Participation rate | 54.2% | 78.1%-24.0pp | 75.1%-20.9pp | 80.1%-26.0pp |
| Annual return | 11.85% | 242.71%-230.9pp | 181.32%-169.5pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,983 | $4,015-50.6% | $3,754-47.2% | $4,299-53.9% |
| Participant deferral / active EE | $10,159 | $5,564+82.6% | $5,116+98.6% | $6,507+56.1% |
| Admin fee / account holder | $8,769 | $9,860-11.1% | $8,919-1.7% | $12,624-30.5% |