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 | $90,161 | $176,947-49.0% | $82,389+9.4% | - |
| Participation rate | 55.6% | 61.8%-6.3pp | 69.5%-14.0pp | - |
| Annual return | 15.30% | 15.13%+0.2pp | 28.67%-13.4pp | - |
| Employer contribution / active EE | $1,793 | $2,196-18.3% | $2,517-28.8% | - |
| Participant deferral / active EE | $7,920 | $4,114+92.5% | $4,155+90.6% | - |
| Admin fee / account holder | $8,780 | $22,209-60.5% | $7,231+21.4% | - |