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 | $15,335 | $65,365-76.5% | $92,893-83.5% | $72,985-79.0% |
| Participation rate | 61.0% | 68.3%-7.3pp | 76.0%-15.0pp | 69.5%-8.5pp |
| Annual return | 26.90% | 42.10%-15.2pp | 109.41%-82.5pp | 81.00%-54.1pp |
| Employer contribution / active EE | $1,959 | $2,594-24.5% | $3,653-46.4% | $2,440-19.7% |
| Participant deferral / active EE | $4,091 | $3,128+30.8% | $4,236-3.4% | $3,607+13.4% |
| Admin fee / account holder | $706 | $4,251-83.4% | $5,794-87.8% | $5,124-86.2% |