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 | $261,704 | $101,724+157.3% | $164,813+58.8% | $80,856+223.7% |
| Participation rate | 47.2% | 71.8%-24.6pp | 78.6%-31.4pp | 67.6%-20.4pp |
| Annual return | 14.38% | 16.72%-2.3pp | 69.93%-55.6pp | 35.59%-21.2pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,645 | $4,477-40.9% | $6,031-56.1% | $4,296-38.4% |
| Admin fee / account holder | $10,411 | $8,227+26.5% | $12,690-18.0% | $6,918+50.5% |