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 | $425,773 | $56,114+658.8% | $96,139+342.9% | $85,850+396.0% |
| Participation rate | 60.6% | 56.7%+3.9pp | 68.4%-7.8pp | 69.3%-8.7pp |
| Annual return | 27.88% | 42.30%-14.4pp | 191.94%-164.1pp | 318.53%-290.7pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,366 | $2,859+52.7% | $4,349+0.4% | $3,952+10.5% |
| Admin fee / account holder | $517 | $3,768-86.3% | $5,537-90.7% | $6,260-91.7% |