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 5-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 | $274,828 | $228,332+20.4% | $185,823+47.9% | $158,922+72.9% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 11.86% | 40.80%-28.9pp | 35.95%-24.1pp | 302.83%-291.0pp |
| Employer contribution / active EE | $1,551 | $4,967-68.8% | $4,087-62.0% | $4,761-67.4% |
| Participant deferral / active EE | $1,848 | $6,415-71.2% | $5,632-67.2% | $5,982-69.1% |
| Admin fee / account holder | $6,826 | $11,864-42.5% | $9,500-28.2% | $11,246-39.3% |