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 | $380,801 | $176,812+115.4% | $146,665+159.6% | $167,490+127.4% |
| Participation rate | 54.5% | 83.6%-29.1pp | 80.1%-25.5pp | 82.1%-27.6pp |
| Annual return | 17.98% | 24.03%-6.1pp | 22.74%-4.8pp | 478.56%-460.6pp |
| Employer contribution / active EE | $5,020 | $5,160-2.7% | $4,136+21.4% | $4,837+3.8% |
| Participant deferral / active EE | $9,498 | $6,440+47.5% | $5,506+72.5% | $6,341+49.8% |
| Admin fee / account holder | $8,143 | $13,259-38.6% | $10,280-20.8% | $12,309-33.8% |