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 | $282,033 | $64,839+335.0% | $95,585+195.1% | $84,808+232.6% |
| Participation rate | 43.8% | 63.8%-20.1pp | 72.1%-28.3pp | 68.3%-24.6pp |
| Annual return | 16.77% | -670.96%+687.7pp | 38.56%-21.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,564 | $1,759-11.1% | $2,527-38.1% | $2,631-40.6% |
| Participant deferral / active EE | $3,893 | $2,965+31.3% | $4,023-3.2% | $4,212-7.6% |
| Admin fee / account holder | $7,995 | $5,964+34.0% | $6,127+30.5% | $7,344+8.9% |