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 | $21,599 | $67,606-68.1% | $82,313-73.8% | $70,131-69.2% |
| Participation rate | 44.4% | 72.8%-28.3pp | 76.9%-32.4pp | 69.5%-25.1pp |
| Annual return | 15.52% | 21.57%-6.0pp | 25.88%-10.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $1,265 | $1,755-27.9% | $2,428-47.9% | $2,342-46.0% |
| Participant deferral / active EE | $2,041 | $2,987-31.7% | $3,706-44.9% | $3,332-38.7% |
| Admin fee / account holder | $9,767 | $4,512+116.5% | $5,608+74.2% | $4,645+110.3% |