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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $310,003 | $148,534+108.7% | $135,903+128.1% | $139,434+122.3% |
| Participation rate | 53.3% | 83.9%-30.5pp | 81.9%-28.6pp | 80.3%-27.0pp |
| Annual return | 45.22% | 79.19%-34.0pp | 68.23%-23.0pp | 372.94%-327.7pp |
| Employer contribution / active EE | $3,135 | $5,243-40.2% | $4,856-35.4% | $4,751-34.0% |
| Participant deferral / active EE | $8,842 | $8,100+9.2% | $7,758+14.0% | $6,710+31.8% |
| Admin fee / account holder | $8,833 | $12,400-28.8% | $10,762-17.9% | $11,403-22.5% |