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 | $18,423 | $79,944-77.0% | $98,439-81.3% | $75,163-75.5% |
| Participation rate | 48.0% | 70.4%-22.4pp | 75.2%-27.2pp | 67.2%-19.2pp |
| Annual return | 14.08% | 19.75%-5.7pp | 21.16%-7.1pp | 160.62%-146.5pp |
| Employer contribution / active EE | $1,476 | $2,264-34.8% | $3,048-51.6% | $2,670-44.7% |
| Participant deferral / active EE | $2,192 | $3,752-41.6% | $4,738-53.7% | $4,125-46.9% |
| Admin fee / account holder | $982 | $6,840-85.6% | $8,948-89.0% | $5,651-82.6% |