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 | $11,341 | $72,277-84.3% | $101,248-88.8% | $79,858-85.8% |
| Participation rate | 67.8% | 68.5%-0.7pp | 75.8%-8.0pp | 69.6%-1.8pp |
| Annual return | 32.97% | 22.30%+10.7pp | 46.47%-13.5pp | 31.71%+1.3pp |
| Employer contribution / active EE | $1,030 | $2,692-61.7% | $3,660-71.8% | $2,471-58.3% |
| Participant deferral / active EE | $1,402 | $3,282-57.3% | $4,370-67.9% | $3,740-62.5% |
| Admin fee / account holder | $5,143 | $4,400+16.9% | $5,945-13.5% | $5,306-3.1% |