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 | $30,008 | $91,552-67.2% | $133,956-77.6% | $79,858-62.4% |
| Participation rate | 65.7% | 73.3%-7.7pp | 79.8%-14.2pp | 69.6%-4.0pp |
| Annual return | 18.20% | 61.85%-43.6pp | 45.09%-26.9pp | 31.71%-13.5pp |
| Employer contribution / active EE | $2,546 | $2,384+6.8% | $3,919-35.0% | $2,471+3.0% |
| Participant deferral / active EE | $3,403 | $3,733-8.9% | $5,048-32.6% | $3,740-9.0% |
| Admin fee / account holder | $741 | $6,321-88.3% | $8,927-91.7% | $5,306-86.0% |