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 | $734,020 | $117,841+522.9% | $102,423+616.7% | $145,922+403.0% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 12.10% | 31.65%-19.5pp | 29.32%-17.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $2,423 | $3,615-33.0% | $3,023-19.8% | $4,660-48.0% |
| Participant deferral / active EE | $7,970 | $5,731+39.1% | $5,053+57.7% | $6,688+19.2% |
| Admin fee / account holder | $309,217 | $13,326+2220.4% | $9,451+3171.9% | $13,397+2208.1% |