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 | $9,835 | $89,753-89.0% | $107,525-90.9% | $84,808-88.4% |
| Participation rate | 51.1% | 68.1%-16.9pp | 75.1%-24.0pp | 68.3%-17.2pp |
| Annual return | 27.34% | 29.48%-2.1pp | 181.32%-154.0pp | 40.90%-13.6pp |
| Employer contribution / active EE | $1,514 | $3,113-51.4% | $3,754-59.7% | $2,631-42.4% |
| Participant deferral / active EE | $2,474 | $4,056-39.0% | $5,116-51.6% | $4,212-41.3% |
| Admin fee / account holder | $443 | $7,222-93.9% | $8,919-95.0% | $7,344-94.0% |