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 7-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 | $257,401 | $96,635+166.4% | $86,612+197.2% | $139,434+84.6% |
| Participation rate | 14.3% | 74.4%-60.1pp | 71.7%-57.4pp | 80.3%-66.0pp |
| Annual return | 16.00% | 106.41%-90.4pp | 591.07%-575.1pp | 372.94%-356.9pp |
| Employer contribution / active EE | $2,594 | $3,263-20.5% | $3,022-14.2% | $4,751-45.4% |
| Participant deferral / active EE | $4,286 | $4,836-11.4% | $4,438-3.4% | $6,710-36.1% |
| Admin fee / account holder | $1,881 | $6,408-70.6% | $5,614-66.5% | $11,403-83.5% |