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 | $26,736 | $109,413-75.6% | $156,263-82.9% | $84,808-68.5% |
| Participation rate | 69.4% | 72.7%-3.3pp | 78.9%-9.5pp | 68.3%+1.1pp |
| Annual return | 14.47% | 20.18%-5.7pp | 59.47%-45.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,536 | $2,907-12.8% | $4,333-41.5% | $2,631-3.6% |
| Participant deferral / active EE | $4,019 | $4,590-12.4% | $6,158-34.7% | $4,212-4.6% |
| Admin fee / account holder | $3,668 | $9,357-60.8% | $14,255-74.3% | $7,344-50.1% |