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 | $17,798 | $70,428-74.7% | $96,562-81.6% | $85,850-79.3% |
| Participation rate | 47.4% | 61.8%-14.4pp | 69.8%-22.4pp | 69.3%-21.9pp |
| Annual return | 11.35% | 18.59%-7.2pp | 37.78%-26.4pp | 318.53%-307.2pp |
| Employer contribution / active EE | $401 | $1,413-71.6% | $2,356-83.0% | $2,565-84.4% |
| Participant deferral / active EE | $1,398 | $2,894-51.7% | $3,849-63.7% | $3,952-64.6% |
| Admin fee / account holder | $2,910 | $4,997-41.8% | $6,181-52.9% | $6,260-53.5% |