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 | $14,844 | $69,977-78.8% | $108,579-86.3% | $62,891-76.4% |
| Participation rate | 69.6% | 72.9%-3.3pp | 79.6%-10.0pp | 69.3%+0.3pp |
| Annual return | 16.84% | 10.73%+6.1pp | -51.70%+68.5pp | 20.14%-3.3pp |
| Employer contribution / active EE | $1,405 | $2,135-34.2% | $3,758-62.6% | $2,281-38.4% |
| Participant deferral / active EE | $2,079 | $3,165-34.3% | $4,311-51.8% | $3,203-35.1% |
| Admin fee / account holder | $1,033 | $5,076-79.7% | $7,645-86.5% | $4,296-76.0% |