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 | $466,478 | $77,314+503.4% | $177,989+162.1% | $80,856+476.9% |
| Participation rate | 31.0% | 65.7%-34.7pp | 77.1%-46.0pp | 67.6%-36.6pp |
| Annual return | 17.69% | 18.09%-0.4pp | 294.48%-276.8pp | 35.59%-17.9pp |
| Employer contribution / active EE | $2,223 | $2,292-3.0% | $3,949-43.7% | $2,755-19.3% |
| Participant deferral / active EE | $4,788 | $4,411+8.6% | $6,276-23.7% | $4,296+11.5% |
| Admin fee / account holder | $797 | $7,191-88.9% | $10,363-92.3% | $6,918-88.5% |