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 | $19,793 | $77,813-74.6% | $123,544-84.0% | $64,186-69.2% |
| Participation rate | 57.4% | 74.7%-17.3pp | 82.3%-24.9pp | 69.6%-12.2pp |
| Annual return | 4.03% | 12.48%-8.5pp | 119.20%-115.2pp | 7.63%-3.6pp |
| Employer contribution / active EE | $1,147 | $3,014-62.0% | $4,628-75.2% | $2,381-51.8% |
| Participant deferral / active EE | $3,014 | $5,240-42.5% | $6,426-53.1% | $3,470-13.1% |
| Admin fee / account holder | $2,294 | $5,519-58.4% | $9,284-75.3% | $4,888-53.1% |