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 | $18,997 | $135,952-86.0% | $123,892-84.7% | $273,961-93.1% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 9.11% | 56.63%-47.5pp | 47.52%-38.4pp | 41.45%-32.3pp |
| Employer contribution / active EE | $1,671 | $5,170-67.7% | $4,617-63.8% | $4,869-65.7% |
| Participant deferral / active EE | $2,774 | $6,343-56.3% | $5,984-53.6% | $5,287-47.5% |
| Admin fee / account holder | $808 | $9,817-91.8% | $8,357-90.3% | $10,132-92.0% |