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 | $72,719 | $32,888+121.1% | - | $70,131+3.7% |
| Participation rate | 54.0% | 57.8%-3.8pp | - | 69.5%-15.6pp |
| Annual return | 21.73% | 18.50%+3.2pp | - | 73.14%-51.4pp |
| Employer contribution / active EE | $2,370 | $2,171+9.2% | - | $2,342+1.2% |
| Participant deferral / active EE | $3,351 | $1,340+150.1% | - | $3,332+0.6% |
| Admin fee / account holder | $616 | $1,413-56.4% | - | $4,645-86.7% |