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 | $253,956 | $92,703+173.9% | $82,719+207.0% | $134,475+88.8% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -14.48% | 944.92%-959.4pp | 701.18%-715.7pp | 417.96%-432.4pp |
| Employer contribution / active EE | $1,592 | $3,274-51.4% | $3,009-47.1% | $4,740-66.4% |
| Participant deferral / active EE | $12,893 | $4,802+168.5% | $4,395+193.4% | $6,400+101.5% |
| Admin fee / account holder | $4,059 | $5,983-32.2% | $5,329-23.8% | $11,426-64.5% |