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 | $10,404 | $49,227-78.9% | $70,449-85.2% | $79,858-87.0% |
| Participation rate | 50.8% | 69.2%-18.3pp | 75.1%-24.2pp | 69.6%-18.8pp |
| Annual return | 25.49% | 30.06%-4.6pp | 109.03%-83.5pp | 31.71%-6.2pp |
| Employer contribution / active EE | $945 | $2,099-55.0% | $2,737-65.5% | $2,471-61.7% |
| Participant deferral / active EE | $1,283 | $2,768-53.6% | $3,709-65.4% | $3,740-65.7% |
| Admin fee / account holder | $802 | $2,878-72.1% | $3,845-79.1% | $5,306-84.9% |