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 | $22,892 | $87,013-73.7% | $106,213-78.4% | $80,856-71.7% |
| Participation rate | 52.6% | 70.4%-17.8pp | 75.3%-22.6pp | 67.6%-15.0pp |
| Annual return | 12.94% | 17.05%-4.1pp | 116.14%-103.2pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,317 | $2,395-45.0% | $3,171-58.5% | $2,755-52.2% |
| Participant deferral / active EE | $1,915 | $3,986-52.0% | $5,016-61.8% | $4,296-55.4% |
| Admin fee / account holder | $333 | $8,431-96.1% | $11,033-97.0% | $6,918-95.2% |