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 | $8,476 | $72,277-88.3% | $101,248-91.6% | $79,858-89.4% |
| Participation rate | 43.8% | 68.5%-24.7pp | 75.8%-32.1pp | 69.6%-25.9pp |
| Annual return | 28.57% | 22.30%+6.3pp | 46.47%-17.9pp | 31.71%-3.1pp |
| Employer contribution / active EE | $676 | $2,692-74.9% | $3,660-81.5% | $2,471-72.6% |
| Participant deferral / active EE | $2,430 | $3,282-25.9% | $4,370-44.4% | $3,740-35.0% |
| Admin fee / account holder | $1,185 | $4,400-73.1% | $5,945-80.1% | $5,306-77.7% |