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 | $354,537 | $165,335+114.4% | $149,696+136.8% | $158,922+123.1% |
| Participation rate | 39.1% | 84.6%-45.4pp | 82.5%-43.3pp | 82.0%-42.8pp |
| Annual return | 9.68% | 348.15%-338.5pp | 276.60%-266.9pp | 302.83%-293.1pp |
| Employer contribution / active EE | $1,255 | $5,103-75.4% | $4,644-73.0% | $4,761-73.6% |
| Participant deferral / active EE | $2,648 | $7,181-63.1% | $6,842-61.3% | $5,982-55.7% |
| Admin fee / account holder | $54,436 | $10,807+403.7% | $9,309+484.8% | $11,246+384.1% |