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 3-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 | $56,047 | $111,090-49.5% | $156,263-64.1% | - |
| Participation rate | 34.3% | 75.0%-40.7pp | 78.9%-44.6pp | - |
| Annual return | 20.11% | 16.66%+3.4pp | 59.47%-39.4pp | - |
| Employer contribution / active EE | $2,242 | $2,524-11.2% | $4,333-48.3% | - |
| Participant deferral / active EE | $3,907 | $4,469-12.6% | $6,158-36.6% | - |
| Admin fee / account holder | $432 | $15,012-97.1% | $14,255-97.0% | - |