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 | $17,883 | $71,050-74.8% | $93,606-80.9% | $80,856-77.9% |
| Participation rate | 56.1% | 60.4%-4.3pp | 68.7%-12.6pp | 67.6%-11.5pp |
| Annual return | 19.38% | 11.26%+8.1pp | 133.20%-113.8pp | 35.59%-16.2pp |
| Employer contribution / active EE | $666 | $1,564-57.4% | $2,420-72.5% | $2,755-75.8% |
| Participant deferral / active EE | $1,438 | $4,034-64.3% | $4,411-67.4% | $4,296-66.5% |
| Admin fee / account holder | $1,604 | $6,945-76.9% | $8,285-80.6% | $6,918-76.8% |