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 | $114,560 | $111,090+3.1% | $156,263-26.7% | - |
| Participation rate | 63.9% | 75.0%-11.2pp | 78.9%-15.1pp | - |
| Annual return | 217.41% | 16.66%+200.7pp | 59.47%+157.9pp | - |
| Employer contribution / active EE | $1,767 | $2,524-30.0% | $4,333-59.2% | - |
| Participant deferral / active EE | $6,481 | $4,469+45.0% | $6,158+5.2% | - |
| Admin fee / account holder | $3,963 | $15,012-73.6% | $14,255-72.2% | - |