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 | $252,549 | $98,750+155.7% | $149,696+68.7% | $79,858+216.2% |
| Participation rate | 34.6% | 75.8%-41.2pp | 82.5%-47.9pp | 69.6%-35.0pp |
| Annual return | 18.26% | 27.43%-9.2pp | 276.60%-258.3pp | 31.71%-13.5pp |
| Employer contribution / active EE | $2,277 | $3,216-29.2% | $4,644-51.0% | $2,471-7.9% |
| Participant deferral / active EE | $4,711 | $5,680-17.1% | $6,842-31.1% | $3,740+26.0% |
| Admin fee / account holder | $2,624 | $6,053-56.6% | $9,309-71.8% | $5,306-50.5% |