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 | $23,642 | $86,286-72.6% | $111,297-78.8% | $85,850-72.5% |
| Participation rate | 69.2% | 73.3%-4.1pp | 77.3%-8.1pp | 69.3%-0.1pp |
| Annual return | 11.61% | 19.99%-8.4pp | 54.65%-43.0pp | 318.53%-306.9pp |
| Employer contribution / active EE | $1,126 | $2,043-44.9% | $2,731-58.8% | $2,565-56.1% |
| Participant deferral / active EE | $2,873 | $3,641-21.1% | $4,487-36.0% | $3,952-27.3% |
| Admin fee / account holder | $3,430 | $8,188-58.1% | $7,964-56.9% | $6,260-45.2% |