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 8-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 | $271,954 | $210,648+29.1% | $177,989+52.8% | $145,922+86.4% |
| Participation rate | 25.0% | 80.8%-55.8pp | 77.1%-52.1pp | 80.3%-55.3pp |
| Annual return | 16.51% | 385.86%-369.3pp | 294.48%-278.0pp | 561.29%-544.8pp |
| Employer contribution / active EE | $1,639 | $4,565-64.1% | $3,949-58.5% | $4,660-64.8% |
| Participant deferral / active EE | $7,796 | $6,958+12.1% | $6,276+24.2% | $6,688+16.6% |
| Admin fee / account holder | $108,421 | $12,013+802.5% | $10,363+946.2% | $13,397+709.3% |