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 9-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 | $384,900 | $183,963+109.2% | $162,163+137.4% | $152,861+151.8% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.6%-27.6pp | 82.4%-22.4pp |
| Annual return | 26.88% | 150.76%-123.9pp | 115.59%-88.7pp | 345.32%-318.4pp |
| Employer contribution / active EE | $2,349 | $6,371-63.1% | $5,614-58.2% | $4,762-50.7% |
| Participant deferral / active EE | $8,044 | $8,034+0.1% | $7,298+10.2% | $5,850+37.5% |
| Admin fee / account holder | $645 | $13,121-95.1% | $10,843-94.1% | $11,596-94.4% |