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 | $291,682 | $72,277+303.6% | $101,248+188.1% | $79,858+265.3% |
| Participation rate | 26.7% | 68.5%-41.8pp | 75.8%-49.1pp | 69.6%-43.0pp |
| Annual return | 47.54% | 22.30%+25.2pp | 46.47%+1.1pp | 31.71%+15.8pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,036 | $3,282-38.0% | $4,370-53.4% | $3,740-45.6% |
| Admin fee / account holder | $6,549 | $4,400+48.8% | $5,945+10.2% | $5,306+23.4% |