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 | $49,472 | $176,947-72.0% | $116,228-57.4% | - |
| Participation rate | 63.6% | 61.8%+1.8pp | 74.6%-10.9pp | - |
| Annual return | 15.00% | 15.13%-0.1pp | 90.06%-75.1pp | - |
| Employer contribution / active EE | $1,578 | $2,196-28.1% | $2,994-47.3% | - |
| Participant deferral / active EE | $3,403 | $4,114-17.3% | $4,953-31.3% | - |
| Admin fee / account holder | $7,204 | $22,209-67.6% | $11,989-39.9% | - |