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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,040 | $74,927-75.9% | $101,794-82.3% | $84,808-78.7% |
| Participation rate | 58.3% | 61.4%-3.1pp | 69.2%-10.9pp | 68.3%-10.0pp |
| Annual return | 18.61% | 18.70%-0.1pp | 30.53%-11.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $852 | $1,522-44.0% | $2,289-62.8% | $2,631-67.6% |
| Participant deferral / active EE | $1,828 | $3,099-41.0% | $4,084-55.2% | $4,212-56.6% |
| Admin fee / account holder | $472 | $6,514-92.8% | $8,777-94.6% | $7,344-93.6% |