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 | $409,651 | $197,591+107.3% | $177,821+130.4% | $158,922+157.8% |
| Participation rate | 52.9% | 88.5%-35.6pp | 87.7%-34.8pp | 82.0%-29.0pp |
| Annual return | 13.92% | 58.76%-44.8pp | 48.32%-34.4pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,889 | $6,697-71.8% | $5,918-68.1% | $4,761-60.3% |
| Participant deferral / active EE | $6,946 | $8,405-17.4% | $7,714-10.0% | $5,982+16.1% |
| Admin fee / account holder | $680 | $15,399-95.6% | $12,427-94.5% | $11,246-94.0% |