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 | $266,336 | $167,307+59.2% | $143,757+85.3% | $134,475+98.1% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -19.10% | 0.46%-19.6pp | -0.04%-19.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,143 | $5,619-61.9% | $4,951-56.7% | $4,740-54.8% |
| Participant deferral / active EE | $18,000 | $6,446+179.3% | $5,637+219.3% | $6,400+181.3% |
| Admin fee / account holder | $4,813 | $18,088-73.4% | $14,673-67.2% | $11,426-57.9% |