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 | $251,944 | $165,335+52.4% | $149,696+68.3% | $158,922+58.5% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 30.44% | 348.15%-317.7pp | 276.60%-246.2pp | 302.83%-272.4pp |
| Employer contribution / active EE | $18,669 | $5,103+265.9% | $4,644+302.0% | $4,761+292.1% |
| Participant deferral / active EE | $13,535 | $7,181+88.5% | $6,842+97.8% | $5,982+126.3% |
| Admin fee / account holder | $14,236 | $10,807+31.7% | $9,309+52.9% | $11,246+26.6% |