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 8-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 | $31,155 | $198,836-84.3% | $103,333-69.9% | - |
| Participation rate | 53.5% | 60.8%-7.3pp | 74.5%-21.0pp | - |
| Annual return | 12.81% | 12.43%+0.4pp | 24.88%-12.1pp | - |
| Employer contribution / active EE | $1,273 | $2,607-51.2% | $3,868-67.1% | - |
| Participant deferral / active EE | $2,680 | $3,407-21.3% | $5,057-47.0% | - |
| Admin fee / account holder | $2,696 | $10,004-73.1% | $8,355-67.7% | - |