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 | $9,823 | $99,341-90.1% | $84,750-88.4% | $273,961-96.4% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 19.36% | 22.93%-3.6pp | 22.78%-3.4pp | 41.45%-22.1pp |
| Employer contribution / active EE | $917 | $4,214-78.2% | $3,574-74.4% | $4,869-81.2% |
| Participant deferral / active EE | $1,824 | $4,269-57.3% | $3,712-50.9% | $5,287-65.5% |
| Admin fee / account holder | $1,251 | $6,644-81.2% | $5,332-76.5% | $10,132-87.7% |