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 | $429,723 | $100,852+326.1% | $90,404+375.3% | $158,922+170.4% |
| Participation rate | 14.3% | 75.0%-60.7pp | 72.7%-58.4pp | 82.0%-67.7pp |
| Annual return | 15.85% | 1724.20%-1708.4pp | 1293.02%-1277.2pp | 302.83%-287.0pp |
| Employer contribution / active EE | $370 | $3,689-90.0% | $3,262-88.6% | $4,761-92.2% |
| Participant deferral / active EE | $3,000 | $4,348-31.0% | $3,963-24.3% | $5,982-49.9% |
| Admin fee / account holder | $1,018 | $6,501-84.3% | $5,611-81.9% | $11,246-90.9% |