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 | $298,297 | $95,803+211.4% | $113,168+163.6% | $84,808+251.7% |
| Participation rate | 67.6% | 72.9%-5.2pp | 76.6%-8.9pp | 68.3%-0.7pp |
| Annual return | 15.17% | 25.00%-9.8pp | 24.27%-9.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $3,085 | $2,360+30.7% | $2,975+3.7% | $2,631+17.3% |
| Participant deferral / active EE | $5,025 | $4,242+18.5% | $5,107-1.6% | $4,212+19.3% |
| Admin fee / account holder | $17,783 | $8,989+97.8% | $12,068+47.4% | $7,344+142.2% |