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 8-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 | $290,882 | $158,398+83.6% | $126,539+129.9% | $142,382+104.3% |
| Participation rate | 40.0% | 75.8%-35.8pp | 69.8%-29.8pp | 80.1%-40.1pp |
| Annual return | 12.91% | 593.76%-580.8pp | 425.95%-413.0pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,700 | $4,650-63.4% | $3,674-53.7% | $4,299-60.4% |
| Participant deferral / active EE | $2,581 | $4,767-45.9% | $4,083-36.8% | $6,507-60.3% |
| Admin fee / account holder | $19,924 | $6,918+188.0% | $6,065+228.5% | $12,624+57.8% |