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 | $44,836 | $52,580-14.7% | $71,671-37.4% | $70,131-36.1% |
| Participation rate | 68.8% | 60.9%+7.9pp | 68.7%0pp | 69.5%-0.8pp |
| Annual return | 12.80% | 20.25%-7.5pp | 20.65%-7.9pp | 73.14%-60.3pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,743 | $2,386+56.9% | $3,438+8.9% | $3,332+12.3% |
| Admin fee / account holder | $462 | $3,653-87.4% | $5,558-91.7% | $4,645-90.1% |