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 | $23,020 | $76,367-69.9% | $93,606-75.4% | $72,985-68.5% |
| Participation rate | 27.5% | 71.7%-44.2pp | 75.8%-48.3pp | 69.5%-42.0pp |
| Annual return | 23.37% | 25.82%-2.5pp | 32.76%-9.4pp | 81.00%-57.6pp |
| Employer contribution / active EE | $650 | $2,275-71.4% | $2,718-76.1% | $2,440-73.4% |
| Participant deferral / active EE | $1,355 | $3,538-61.7% | $4,069-66.7% | $3,607-62.4% |
| Admin fee / account holder | $3,330 | $6,838-51.3% | $7,888-57.8% | $5,124-35.0% |