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 | $23,862 | $78,422-69.6% | $95,952-75.1% | $79,858-70.1% |
| Participation rate | 64.9% | 73.5%-8.6pp | 77.1%-12.1pp | 69.6%-4.7pp |
| Annual return | 11.43% | 19.37%-7.9pp | 91.61%-80.2pp | 31.71%-20.3pp |
| Employer contribution / active EE | $992 | $1,945-49.0% | $2,541-61.0% | $2,471-59.9% |
| Participant deferral / active EE | $2,720 | $3,440-20.9% | $4,167-34.7% | $3,740-27.3% |
| Admin fee / account holder | $5,223 | $5,622-7.1% | $6,795-23.1% | $5,306-1.6% |