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 | $276,285 | $109,881+151.4% | $150,045+84.1% | $84,808+225.8% |
| Participation rate | 67.9% | 76.1%-8.2pp | 82.3%-14.5pp | 68.3%-0.5pp |
| Annual return | 15.81% | 28.25%-12.4pp | 62.55%-46.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $4,392 | $3,561+23.3% | $4,693-6.4% | $2,631+66.9% |
| Participant deferral / active EE | $19,793 | $6,636+198.3% | $7,997+147.5% | $4,212+370.0% |
| Admin fee / account holder | $21,996 | $8,568+156.7% | $13,435+63.7% | $7,344+199.5% |