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 | $39,522 | $176,947-77.7% | $82,389-52.0% | - |
| Participation rate | 63.6% | 61.8%+1.8pp | 69.5%-5.9pp | - |
| Annual return | 11.67% | 15.13%-3.5pp | 28.67%-17.0pp | - |
| Employer contribution / active EE | $1,134 | $2,196-48.4% | $2,517-54.9% | - |
| Participant deferral / active EE | $3,152 | $4,114-23.4% | $4,155-24.1% | - |
| Admin fee / account holder | $14,075 | $22,209-36.6% | $7,231+94.7% | - |