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 | $26,370 | $81,208-67.5% | $98,907-73.3% | $79,858-67.0% |
| Participation rate | 62.1% | 72.5%-10.4pp | 76.0%-14.0pp | 69.6%-7.6pp |
| Annual return | 14.56% | 60.99%-46.4pp | 196.43%-181.9pp | 31.71%-17.2pp |
| Employer contribution / active EE | $641 | $1,960-67.3% | $2,689-76.1% | $2,471-74.0% |
| Participant deferral / active EE | $1,439 | $3,265-55.9% | $4,244-66.1% | $3,740-61.5% |
| Admin fee / account holder | $1,191 | $6,013-80.2% | $6,642-82.1% | $5,306-77.5% |