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 | $2,601,970 | $114,381+2174.8% | $107,525+2319.9% | $142,382+1727.5% |
| Participation rate | 14.3% | 78.1%-63.9pp | 75.1%-60.8pp | 80.1%-65.8pp |
| Annual return | 145.38% | 242.71%-97.3pp | 181.32%-35.9pp | 217.08%-71.7pp |
| Employer contribution / active EE | $1,484 | $4,015-63.0% | $3,754-60.5% | $4,299-65.5% |
| Participant deferral / active EE | $1,708 | $5,564-69.3% | $5,116-66.6% | $6,507-73.8% |
| Admin fee / account holder | $20,302 | $9,860+105.9% | $8,919+127.6% | $12,624+60.8% |