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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,632 | $73,884+59.2% | $95,952+22.6% | - |
| Participation rate | 56.6% | 80.0%-23.4pp | 77.1%-20.5pp | - |
| Annual return | 11.40% | 11.13%+0.3pp | 91.61%-80.2pp | - |
| Employer contribution / active EE | $1,388 | $1,782-22.1% | $2,541-45.4% | - |
| Participant deferral / active EE | $2,998 | $3,914-23.4% | $4,167-28.1% | - |
| Admin fee / account holder | $56,526 | $4,316+1209.8% | $6,795+731.8% | - |