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 | $372,308 | $167,484+122.3% | $151,611+145.6% | $134,475+176.9% |
| Participation rate | 61.5% | 88.4%-26.8pp | 87.5%-26.0pp | 81.2%-19.7pp |
| Annual return | -15.39% | 7.80%-23.2pp | 3.33%-18.7pp | 417.96%-433.4pp |
| Employer contribution / active EE | $2,216 | $6,829-67.6% | $6,166-64.1% | $4,740-53.2% |
| Participant deferral / active EE | $8,602 | $8,986-4.3% | $8,363+2.9% | $6,400+34.4% |
| Admin fee / account holder | $147,116 | $13,783+967.4% | $11,616+1166.5% | $11,426+1187.6% |