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 | $97,740 | $111,090-12.0% | $156,263-37.5% | - |
| Participation rate | 67.7% | 75.0%-7.4pp | 78.9%-11.2pp | - |
| Annual return | 14.65% | 16.66%-2.0pp | 59.47%-44.8pp | - |
| Employer contribution / active EE | $2,306 | $2,524-8.6% | $4,333-46.8% | - |
| Participant deferral / active EE | $5,682 | $4,469+27.1% | $6,158-7.7% | - |
| Admin fee / account holder | $20,468 | $15,012+36.3% | $14,255+43.6% | - |