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 | $97,091 | $122,584-20.8% | $101,794-4.6% | - |
| Participation rate | 69.7% | 55.7%+14.0pp | 69.2%+0.5pp | - |
| Annual return | 10.65% | 12.44%-1.8pp | 30.53%-19.9pp | - |
| Employer contribution / active EE | $665 | $779-14.5% | $2,289-70.9% | - |
| Participant deferral / active EE | $3,684 | $2,994+23.0% | $4,084-9.8% | - |
| Admin fee / account holder | $2,603 | $4,622-43.7% | $8,777-70.3% | - |