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 | $38,457 | $295,684-87.0% | $154,803-75.2% | - |
| Participation rate | 69.7% | 53.1%+16.6pp | 78.1%-8.4pp | - |
| Annual return | 21.66% | 11.49%+10.2pp | 58.88%-37.2pp | - |
| Employer contribution / active EE | $2,660 | $1,145+132.4% | $4,305-38.2% | - |
| Participant deferral / active EE | $6,064 | $2,052+195.6% | $5,540+9.4% | - |
| Admin fee / account holder | $5,198 | $60,072-91.3% | $14,329-63.7% | - |