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 | $28,536 | $95,803-70.2% | $113,168-74.8% | $84,808-66.4% |
| Participation rate | 62.5% | 72.9%-10.4pp | 76.6%-14.1pp | 68.3%-5.8pp |
| Annual return | 13.55% | 25.00%-11.5pp | 24.27%-10.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,096 | $2,360-53.6% | $2,975-63.2% | $2,631-58.3% |
| Participant deferral / active EE | $2,141 | $4,242-49.5% | $5,107-58.1% | $4,212-49.2% |
| Admin fee / account holder | $9,425 | $8,989+4.9% | $12,068-21.9% | $7,344+28.3% |