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 | $14,446 | $91,019-84.1% | $392,568-96.3% | $72,985-80.2% |
| Participation rate | 58.7% | 74.4%-15.7pp | 78.1%-19.4pp | 69.5%-10.8pp |
| Annual return | 23.22% | 20.00%+3.2pp | 24.42%-1.2pp | 81.00%-57.8pp |
| Employer contribution / active EE | $0 | $2,751-100.0% | $3,783-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,477 | $4,570-45.8% | $5,985-58.6% | $3,607-31.3% |
| Admin fee / account holder | $1,713 | $4,895-65.0% | $6,260-72.6% | $5,124-66.6% |