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 | $55,810 | $83,681-33.3% | $82,313-32.2% | - |
| Participation rate | 56.6% | 75.1%-18.5pp | 76.9%-20.3pp | - |
| Annual return | 18.66% | 13.76%+4.9pp | 25.88%-7.2pp | - |
| Employer contribution / active EE | $973 | $1,471-33.8% | $2,428-59.9% | - |
| Participant deferral / active EE | $3,190 | $2,851+11.9% | $3,706-13.9% | - |
| Admin fee / account holder | $5,439 | $3,032+79.4% | $5,608-3.0% | - |