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 | $11,460 | $65,395-82.5% | $182,532-93.7% | $72,985-84.3% |
| Participation rate | 38.6% | 65.4%-26.8pp | 78.0%-39.3pp | 69.5%-30.8pp |
| Annual return | 23.41% | 27.68%-4.3pp | 148.54%-125.1pp | 81.00%-57.6pp |
| Employer contribution / active EE | $350 | $1,911-81.7% | $4,076-91.4% | $2,440-85.7% |
| Participant deferral / active EE | $1,414 | $3,563-60.3% | $5,524-74.4% | $3,607-60.8% |
| Admin fee / account holder | $1,201 | $4,245-71.7% | $8,592-86.0% | $5,124-76.6% |