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 | $25,282 | $78,422-67.8% | $95,952-73.7% | $79,858-68.3% |
| Participation rate | 69.6% | 73.5%-3.9pp | 77.1%-7.5pp | 69.6%0pp |
| Annual return | 10.35% | 19.37%-9.0pp | 91.61%-81.3pp | 31.71%-21.4pp |
| Employer contribution / active EE | $1,700 | $1,945-12.6% | $2,541-33.1% | $2,471-31.2% |
| Participant deferral / active EE | $2,716 | $3,440-21.0% | $4,167-34.8% | $3,740-27.4% |
| Admin fee / account holder | $8,532 | $5,622+51.8% | $6,795+25.6% | $5,306+60.8% |