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 | $116,821 | $295,684-60.5% | $154,803-24.5% | - |
| Participation rate | 55.6% | 53.1%+2.5pp | 78.1%-22.5pp | - |
| Annual return | 87.34% | 11.49%+75.9pp | 58.88%+28.5pp | - |
| Employer contribution / active EE | $1,212 | $1,145+5.9% | $4,305-71.8% | - |
| Participant deferral / active EE | $2,947 | $2,052+43.6% | $5,540-46.8% | - |
| Admin fee / account holder | $480 | $60,072-99.2% | $14,329-96.6% | - |