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 | $282,808 | $61,272+361.6% | $149,673+89.0% | $71,457+295.8% |
| Participation rate | 63.2% | 62.5%+0.7pp | 78.8%-15.5pp | 67.9%-4.7pp |
| Annual return | 17.81% | 35.85%-18.0pp | 134.42%-116.6pp | 28.85%-11.0pp |
| Employer contribution / active EE | $3,384 | $2,378+42.3% | $4,818-29.8% | $2,588+30.8% |
| Participant deferral / active EE | $6,767 | $2,917+132.0% | $5,680+19.1% | $4,289+57.8% |
| Admin fee / account holder | $30,411 | $1,261+2310.9% | $13,210+130.2% | $1,587+1815.9% |