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 | $270,934 | $135,952+99.3% | $123,892+118.7% | $273,961-1.1% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 6.78% | 56.63%-49.8pp | 47.52%-40.7pp | 41.45%-34.7pp |
| Employer contribution / active EE | $2,374 | $5,170-54.1% | $4,617-48.6% | $4,869-51.2% |
| Participant deferral / active EE | $7,011 | $6,343+10.5% | $5,984+17.2% | $5,287+32.6% |
| Admin fee / account holder | $1,185 | $9,817-87.9% | $8,357-85.8% | $10,132-88.3% |