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 | $127,459 | $176,947-28.0% | $91,541+39.2% | - |
| Participation rate | 62.6% | 61.8%+0.8pp | 69.8%-7.1pp | - |
| Annual return | 18.05% | 15.13%+2.9pp | 20.50%-2.5pp | - |
| Employer contribution / active EE | $2,426 | $2,196+10.5% | $2,505-3.1% | - |
| Participant deferral / active EE | $4,816 | $4,114+17.1% | $4,008+20.2% | - |
| Admin fee / account holder | $8,631 | $22,209-61.1% | $6,956+24.1% | - |