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 | $1,230,615 | $74,888+1543.3% | $71,209+1628.2% | $142,382+764.3% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 17.76% | 345.14%-327.4pp | 282.51%-264.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,511 | $2,854-47.1% | $2,721-44.5% | $4,299-64.9% |
| Participant deferral / active EE | $14,668 | $4,454+229.3% | $4,175+251.3% | $6,507+125.4% |
| Admin fee / account holder | $2,402 | $5,568-56.9% | $5,349-55.1% | $12,624-81.0% |