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 | $15,510 | $50,958-69.6% | $74,550-79.2% | $64,186-75.8% |
| Participation rate | 67.2% | 61.1%+6.2pp | 69.1%-1.9pp | 69.6%-2.4pp |
| Annual return | -5.73% | -1.86%-3.9pp | 32.53%-38.3pp | 7.63%-13.4pp |
| Employer contribution / active EE | $862 | $1,115-22.7% | $1,961-56.1% | $2,381-63.8% |
| Participant deferral / active EE | $1,735 | $2,301-24.6% | $3,108-44.2% | $3,470-50.0% |
| Admin fee / account holder | $2,419 | $4,223-42.7% | $5,060-52.2% | $4,888-50.5% |