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 | $404,725 | $54,705+639.8% | $71,209+468.4% | $84,808+377.2% |
| Participation rate | 18.5% | 64.1%-45.6pp | 73.8%-55.2pp | 68.3%-49.8pp |
| Annual return | 14.35% | 35.90%-21.6pp | 282.51%-268.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $892 | $2,158-58.6% | $2,721-67.2% | $2,631-66.1% |
| Participant deferral / active EE | $3,518 | $3,030+16.1% | $4,175-15.7% | $4,212-16.5% |
| Admin fee / account holder | $13,517 | $4,863+177.9% | $5,349+152.7% | $7,344+84.1% |