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 | $57,081 | $57,380-0.5% | $71,209-19.8% | - |
| Participation rate | 57.6% | 61.9%-4.3pp | 73.8%-16.2pp | - |
| Annual return | 15.82% | 13.03%+2.8pp | 282.51%-266.7pp | - |
| Employer contribution / active EE | $0 | $2,842-100.0% | $2,721-100.0% | - |
| Participant deferral / active EE | $2,108 | $3,790-44.4% | $4,175-49.5% | - |
| Admin fee / account holder | $1,132 | $2,851-60.3% | $5,349-78.8% | - |