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 | $19,971 | $89,355-77.6% | $141,162-85.9% | $72,985-72.6% |
| Participation rate | 34.0% | 75.1%-41.1pp | 82.5%-48.5pp | 69.5%-35.5pp |
| Annual return | 23.32% | 111.85%-88.5pp | 71.39%-48.1pp | 81.00%-57.7pp |
| Employer contribution / active EE | $1,416 | $3,114-54.5% | $4,735-70.1% | $2,440-42.0% |
| Participant deferral / active EE | $2,336 | $5,418-56.9% | $6,709-65.2% | $3,607-35.2% |
| Admin fee / account holder | $3,162 | $5,958-46.9% | $10,261-69.2% | $5,124-38.3% |