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 | $14,852 | $46,869-68.3% | $122,332-87.9% | $70,131-78.8% |
| Participation rate | 69.4% | 58.2%+11.3pp | 71.6%-2.2pp | 69.5%-0.1pp |
| Annual return | 17.02% | 24.22%-7.2pp | 30.27%-13.3pp | 73.14%-56.1pp |
| Employer contribution / active EE | $1,521 | $1,288+18.1% | $4,050-62.4% | $2,342-35.0% |
| Participant deferral / active EE | $2,571 | $2,166+18.7% | $3,287-21.8% | $3,332-22.8% |
| Admin fee / account holder | $5,274 | $3,322+58.7% | $5,478-3.7% | $4,645+13.5% |