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 | $304,414 | $64,707+370.5% | $112,228+171.2% | $68,494+344.4% |
| Participation rate | 32.9% | 67.2%-34.3pp | 75.1%-42.2pp | 67.9%-35.0pp |
| Annual return | -16.77% | -11.40%-5.4pp | 27.45%-44.2pp | -7.84%-8.9pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,181 | $3,565-10.8% | $4,728-32.7% | $4,027-21.0% |
| Admin fee / account holder | $5,746 | $5,232+9.8% | $6,410-10.4% | $5,403+6.3% |