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 9-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 | $45,738 | $295,684-84.5% | $154,803-70.5% | - |
| Participation rate | 43.4% | 53.1%-9.6pp | 78.1%-34.6pp | - |
| Annual return | 22.45% | 11.49%+11.0pp | 58.88%-36.4pp | - |
| Employer contribution / active EE | $700 | $1,145-38.8% | $4,305-83.7% | - |
| Participant deferral / active EE | $1,411 | $2,052-31.2% | $5,540-74.5% | - |
| Admin fee / account holder | $1,643 | $60,072-97.3% | $14,329-88.5% | - |