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 5-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 | $332,111 | $104,974+216.4% | $95,585+247.5% | $142,382+133.3% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 22.36% | 210.33%-188.0pp | 38.56%-16.2pp | 217.08%-194.7pp |
| Employer contribution / active EE | $1,573 | $2,779-43.4% | $2,527-37.8% | $4,299-63.4% |
| Participant deferral / active EE | $14,250 | $4,352+227.4% | $4,023+254.2% | $6,507+119.0% |
| Admin fee / account holder | $3,426 | $6,386-46.4% | $6,127-44.1% | $12,624-72.9% |