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 | $24,570 | $93,182-73.6% | $146,665-83.2% | $79,386-69.1% |
| Participation rate | 60.4% | 76.4%-16.1pp | 80.1%-19.7pp | 70.7%-10.3pp |
| Annual return | 20.09% | 21.61%-1.5pp | 22.74%-2.7pp | 116.85%-96.8pp |
| Employer contribution / active EE | $1,619 | $2,420-33.1% | $4,136-60.8% | $2,427-33.3% |
| Participant deferral / active EE | $3,490 | $4,169-16.3% | $5,506-36.6% | $4,046-13.7% |
| Admin fee / account holder | $1,032 | $585+76.5% | $10,280-90.0% | $626+64.8% |