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 | $13,599 | $67,606-79.9% | $82,313-83.5% | $70,131-80.6% |
| Participation rate | 25.0% | 72.8%-47.8pp | 76.9%-51.9pp | 69.5%-44.5pp |
| Annual return | 18.19% | 21.57%-3.4pp | 25.88%-7.7pp | 73.14%-55.0pp |
| Employer contribution / active EE | $603 | $1,755-65.6% | $2,428-75.2% | $2,342-74.3% |
| Participant deferral / active EE | $1,354 | $2,987-54.7% | $3,706-63.5% | $3,332-59.4% |
| Admin fee / account holder | $1,251 | $4,512-72.3% | $5,608-77.7% | $4,645-73.1% |