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 | $723,903 | $176,812+309.4% | $146,665+393.6% | $167,490+332.2% |
| Participation rate | 66.7% | 83.6%-16.9pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 9.63% | 24.03%-14.4pp | 22.74%-13.1pp | 478.56%-468.9pp |
| Employer contribution / active EE | $5,336 | $5,160+3.4% | $4,136+29.0% | $4,837+10.3% |
| Participant deferral / active EE | $17,333 | $6,440+169.2% | $5,506+214.8% | $6,341+173.3% |
| Admin fee / account holder | $1,423 | $13,259-89.3% | $10,280-86.2% | $12,309-88.4% |