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 | $9,915 | $153,772-93.6% | $133,980-92.6% | $273,961-96.4% |
| Participation rate | 61.5% | 88.4%-26.8pp | 87.1%-25.5pp | 83.0%-21.5pp |
| Annual return | 17.86% | 36.51%-18.7pp | 29.30%-11.4pp | 41.45%-23.6pp |
| Employer contribution / active EE | $1,781 | $6,029-70.5% | $5,211-65.8% | $4,869-63.4% |
| Participant deferral / active EE | $4,482 | $6,958-35.6% | $6,282-28.6% | $5,287-15.2% |
| Admin fee / account holder | $909 | $11,765-92.3% | $9,324-90.2% | $10,132-91.0% |