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 | $21,935 | $72,492-69.7% | $87,100-74.8% | $72,985-69.9% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.9%-10.2pp | 69.5%-2.8pp |
| Annual return | 21.84% | 24.46%-2.6pp | 28.19%-6.4pp | 81.00%-59.2pp |
| Employer contribution / active EE | $870 | $1,894-54.1% | $2,521-65.5% | $2,440-64.3% |
| Participant deferral / active EE | $1,635 | $3,270-50.0% | $4,049-59.6% | $3,607-54.7% |
| Admin fee / account holder | $2,787 | $5,055-44.9% | $7,497-62.8% | $5,124-45.6% |