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 | $1,011,001 | $159,602+533.4% | $150,045+573.8% | $142,382+610.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 166.14% | 70.24%+95.9pp | 62.55%+103.6pp | 217.08%-50.9pp |
| Employer contribution / active EE | $2,077 | $4,961-58.1% | $4,693-55.7% | $4,299-51.7% |
| Participant deferral / active EE | $9,948 | $8,310+19.7% | $7,997+24.4% | $6,507+52.9% |
| Admin fee / account holder | $7,107 | $14,846-52.1% | $13,435-47.1% | $12,624-43.7% |