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 | $342,281 | $55,415+517.7% | $155,509+120.1% | $74,495+359.5% |
| Participation rate | 60.5% | 61.9%-1.4pp | 78.2%-17.7pp | 67.2%-6.7pp |
| Annual return | 17.79% | 268.50%-250.7pp | 64.67%-46.9pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $3,246 | $2,267+43.2% | $4,672-30.5% | $2,623+23.7% |
| Participant deferral / active EE | $6,492 | $2,836+128.9% | $5,626+15.4% | $4,346+49.4% |
| Admin fee / account holder | $7,695 | $1,738+342.7% | $15,912-51.6% | $1,942+296.3% |