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 | $18,001 | $153,311-88.3% | $109,313-83.5% | $273,961-93.4% |
| Participation rate | 58.8% | 80.1%-21.3pp | 71.3%-12.4pp | 83.0%-24.2pp |
| Annual return | 5.95% | 29.86%-23.9pp | 22.07%-16.1pp | 41.45%-35.5pp |
| Employer contribution / active EE | $881 | $5,619-84.3% | $3,892-77.4% | $4,869-81.9% |
| Participant deferral / active EE | $1,121 | $3,932-71.5% | $3,166-64.6% | $5,287-78.8% |
| Admin fee / account holder | $847 | $8,076-89.5% | $5,666-85.1% | $10,132-91.6% |