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 | $341,178 | $99,918+241.5% | $81,382+319.2% | $145,922+133.8% |
| Participation rate | 64.3% | 74.2%-9.9pp | 69.5%-5.2pp | 80.3%-16.0pp |
| Annual return | 10.09% | 34.32%-24.2pp | 24.73%-14.6pp | 561.29%-551.2pp |
| Employer contribution / active EE | $4,775 | $2,978+60.4% | $2,463+93.9% | $4,660+2.5% |
| Participant deferral / active EE | $7,028 | $4,605+52.6% | $3,883+81.0% | $6,688+5.1% |
| Admin fee / account holder | $80,770 | $8,212+883.5% | $5,768+1300.2% | $13,397+502.9% |