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 7-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 | $791,364 | $201,272+293.2% | $184,203+329.6% | $145,922+442.3% |
| Participation rate | 25.0% | 87.5%-62.5pp | 86.8%-61.8pp | 80.3%-55.3pp |
| Annual return | 20.24% | 29.00%-8.8pp | 28.81%-8.6pp | 561.29%-541.0pp |
| Employer contribution / active EE | $3,450 | $7,022-50.9% | $6,427-46.3% | $4,660-26.0% |
| Participant deferral / active EE | $5,750 | $9,806-41.4% | $9,131-37.0% | $6,688-14.0% |
| Admin fee / account holder | $376 | $16,364-97.7% | $13,901-97.3% | $13,397-97.2% |