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 | $266,869 | $78,926+238.1% | $136,749+95.2% | $84,808+214.7% |
| Participation rate | 26.1% | 62.2%-36.1pp | 72.1%-46.1pp | 68.3%-42.2pp |
| Annual return | 14.21% | 18.17%-4.0pp | 24.33%-10.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,281 | $2,134-40.0% | $3,400-62.3% | $2,631-51.3% |
| Participant deferral / active EE | $1,994 | $3,168-37.1% | $4,692-57.5% | $4,212-52.6% |
| Admin fee / account holder | $46,983 | $6,369+637.7% | $11,386+312.6% | $7,344+539.8% |