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 | $346,583 | $118,680+192.0% | $98,907+250.4% | $158,922+118.1% |
| Participation rate | 60.0% | 77.8%-17.8pp | 76.0%-16.0pp | 82.0%-22.0pp |
| Annual return | 16.39% | 372.35%-356.0pp | 196.43%-180.0pp | 302.83%-286.4pp |
| Employer contribution / active EE | $1,100 | $3,333-67.0% | $2,689-59.1% | $4,761-76.9% |
| Participant deferral / active EE | $1,869 | $5,088-63.3% | $4,244-56.0% | $5,982-68.8% |
| Admin fee / account holder | $34,010 | $10,131+235.7% | $6,642+412.1% | $11,246+202.4% |