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 | $623,089 | $176,056+253.9% | $159,436+290.8% | $167,490+272.0% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 13.31% | 331.75%-318.4pp | 263.57%-250.3pp | 478.56%-465.2pp |
| Employer contribution / active EE | $16,457 | $5,297+210.7% | $4,829+240.8% | $4,837+240.2% |
| Participant deferral / active EE | $16,808 | $7,750+116.9% | $7,352+128.6% | $6,341+165.1% |
| Admin fee / account holder | $2,127 | $12,554-83.1% | $10,799-80.3% | $12,309-82.7% |