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 | $43,028 | $56,484-23.8% | $169,463-74.6% | $64,186-33.0% |
| Participation rate | 39.3% | 64.5%-25.2pp | 77.8%-38.4pp | 69.6%-30.2pp |
| Annual return | 2.04% | -1.55%+3.6pp | 1.83%+0.2pp | 7.63%-5.6pp |
| Employer contribution / active EE | $1,687 | $1,832-8.0% | $4,159-59.4% | $2,381-29.2% |
| Participant deferral / active EE | $3,359 | $3,448-2.6% | $5,277-36.3% | $3,470-3.2% |
| Admin fee / account holder | $1,316 | $4,174-68.5% | $9,109-85.6% | $4,888-73.1% |