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 | $292,117 | $148,534+96.7% | $135,903+114.9% | $139,434+109.5% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 22.75% | 79.19%-56.4pp | 68.23%-45.5pp | 372.94%-350.2pp |
| Employer contribution / active EE | $2,846 | $5,243-45.7% | $4,856-41.4% | $4,751-40.1% |
| Participant deferral / active EE | $12,784 | $8,100+57.8% | $7,758+64.8% | $6,710+90.5% |
| Admin fee / account holder | $362 | $12,400-97.1% | $10,762-96.6% | $11,403-96.8% |