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 | $255,480 | $94,625+170.0% | $116,228+119.8% | $84,808+201.2% |
| Participation rate | 54.8% | 70.4%-15.6pp | 74.6%-19.7pp | 68.3%-13.5pp |
| Annual return | 14.28% | 20.40%-6.1pp | 90.06%-75.8pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,372 | $2,347-41.6% | $2,994-54.2% | $2,631-47.9% |
| Participant deferral / active EE | $4,712 | $3,972+18.6% | $4,953-4.9% | $4,212+11.9% |
| Admin fee / account holder | $41,649 | $10,091+312.7% | $11,989+247.4% | $7,344+467.1% |