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 | $425,793 | $217,402+95.9% | $185,823+129.1% | $167,490+154.2% |
| Participation rate | 28.6% | 86.0%-57.5pp | 81.7%-53.1pp | 82.1%-53.5pp |
| Annual return | 23.19% | 148.36%-125.2pp | 122.05%-98.9pp | 478.56%-455.4pp |
| Employer contribution / active EE | $10,996 | $5,873+87.2% | $5,167+112.8% | $4,837+127.3% |
| Participant deferral / active EE | $5,709 | $6,356-10.2% | $5,568+2.5% | $6,341-10.0% |
| Admin fee / account holder | $10,297 | $19,811-48.0% | $16,237-36.6% | $12,309-16.3% |