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 | $394,698 | $96,484+309.1% | $75,886+420.1% | $152,861+158.2% |
| Participation rate | 46.7% | 76.2%-29.5pp | 69.3%-22.6pp | 82.4%-35.8pp |
| Annual return | 24.76% | 33.98%-9.2pp | 30.76%-6.0pp | 345.32%-320.6pp |
| Employer contribution / active EE | $1,121 | $3,309-66.1% | $2,500-55.2% | $4,762-76.5% |
| Participant deferral / active EE | $7,544 | $4,553+65.7% | $3,603+109.4% | $5,850+29.0% |
| Admin fee / account holder | $12,392 | $8,078+53.4% | $5,418+128.7% | $11,596+6.9% |