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 | $340,943 | $93,571+264.4% | $135,903+150.9% | $75,163+353.6% |
| Participation rate | 68.8% | 75.2%-6.4pp | 81.9%-13.2pp | 67.2%+1.6pp |
| Annual return | 16.13% | 30.90%-14.8pp | 68.23%-52.1pp | 160.62%-144.5pp |
| Employer contribution / active EE | $3,470 | $3,537-1.9% | $4,856-28.6% | $2,670+30.0% |
| Participant deferral / active EE | $9,809 | $6,404+53.2% | $7,758+26.4% | $4,125+137.8% |
| Admin fee / account holder | $8,596 | $6,975+23.2% | $10,762-20.1% | $5,651+52.1% |