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 | $120,760 | $176,947-31.8% | $126,539-4.6% | - |
| Participation rate | 38.4% | 61.8%-23.5pp | 69.8%-31.4pp | - |
| Annual return | 14.12% | 15.13%-1.0pp | 425.95%-411.8pp | - |
| Employer contribution / active EE | $0 | $2,196-100.0% | $3,674-100.0% | - |
| Participant deferral / active EE | $2,731 | $4,114-33.6% | $4,083-33.1% | - |
| Admin fee / account holder | $7,038 | $22,209-68.3% | $6,065+16.1% | - |