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 | $256,717 | $54,705+369.3% | $71,209+260.5% | $84,808+202.7% |
| Participation rate | 51.1% | 64.1%-12.9pp | 73.8%-22.6pp | 68.3%-17.2pp |
| Annual return | 15.62% | 35.90%-20.3pp | 282.51%-266.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,169 | $2,158-45.8% | $2,721-57.0% | $2,631-55.6% |
| Participant deferral / active EE | $4,103 | $3,030+35.4% | $4,175-1.7% | $4,212-2.6% |
| Admin fee / account holder | $41,004 | $4,863+743.1% | $5,349+666.6% | $7,344+458.4% |