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 | $30,526 | $91,552-66.7% | $133,956-77.2% | $79,858-61.8% |
| Participation rate | 51.4% | 73.3%-21.9pp | 79.8%-28.4pp | 69.6%-18.2pp |
| Annual return | 28.78% | 61.85%-33.1pp | 45.09%-16.3pp | 31.71%-2.9pp |
| Employer contribution / active EE | $1,138 | $2,384-52.3% | $3,919-71.0% | $2,471-53.9% |
| Participant deferral / active EE | $2,143 | $3,733-42.6% | $5,048-57.5% | $3,740-42.7% |
| Admin fee / account holder | $1,260 | $6,321-80.1% | $8,927-85.9% | $5,306-76.3% |