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 | $625,905 | $117,841+431.1% | $102,423+511.1% | $145,922+328.9% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 25.84% | 31.65%-5.8pp | 29.32%-3.5pp | 561.29%-535.4pp |
| Employer contribution / active EE | $1,180 | $3,615-67.4% | $3,023-61.0% | $4,660-74.7% |
| Participant deferral / active EE | $3,833 | $5,731-33.1% | $5,053-24.2% | $6,688-42.7% |
| Admin fee / account holder | $3,064 | $13,326-77.0% | $9,451-67.6% | $13,397-77.1% |