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 | $17,064 | $58,512-70.8% | $84,015-79.7% | $72,985-76.6% |
| Participation rate | 50.0% | 61.2%-11.2pp | 69.0%-19.0pp | 69.5%-19.5pp |
| Annual return | 25.48% | 28.93%-3.5pp | 71.31%-45.8pp | 81.00%-55.5pp |
| Employer contribution / active EE | $635 | $1,163-45.4% | $1,983-68.0% | $2,440-74.0% |
| Participant deferral / active EE | $1,294 | $2,394-46.0% | $3,239-60.1% | $3,607-64.1% |
| Admin fee / account holder | $416 | $4,569-90.9% | $6,101-93.2% | $5,124-91.9% |