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 | $27,959 | $153,772-81.8% | $133,980-79.1% | $273,961-89.8% |
| Participation rate | 58.8% | 88.4%-29.5pp | 87.1%-28.2pp | 83.0%-24.2pp |
| Annual return | 3.82% | 36.51%-32.7pp | 29.30%-25.5pp | 41.45%-37.6pp |
| Employer contribution / active EE | $2,337 | $6,029-61.2% | $5,211-55.2% | $4,869-52.0% |
| Participant deferral / active EE | $2,687 | $6,958-61.4% | $6,282-57.2% | $5,287-49.2% |
| Admin fee / account holder | $3,615 | $11,765-69.3% | $9,324-61.2% | $10,132-64.3% |