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 | $347,876 | $106,890+225.5% | $84,015+314.1% | $152,861+127.6% |
| Participation rate | 62.5% | 75.2%-12.7pp | 69.0%-6.5pp | 82.4%-19.9pp |
| Annual return | 14.92% | 104.99%-90.1pp | 71.31%-56.4pp | 345.32%-330.4pp |
| Employer contribution / active EE | $1,258 | $2,734-54.0% | $1,983-36.6% | $4,762-73.6% |
| Participant deferral / active EE | $7,055 | $4,011+75.9% | $3,239+117.8% | $5,850+20.6% |
| Admin fee / account holder | $1,570 | $8,285-81.1% | $6,101-74.3% | $11,596-86.5% |