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 | $20,231 | $66,098-69.4% | $101,794-80.1% | $74,304-72.8% |
| Participation rate | 36.3% | 53.8%-17.4pp | 69.2%-32.9pp | 60.3%-24.0pp |
| Annual return | 13.96% | 19.59%-5.6pp | 30.53%-16.6pp | 29.43%-15.5pp |
| Employer contribution / active EE | $578 | $1,082-46.6% | $2,289-74.8% | $2,241-74.2% |
| Participant deferral / active EE | $1,289 | $2,781-53.6% | $4,084-68.4% | $3,767-65.8% |
| Admin fee / account holder | $2,418 | $4,146-41.7% | $8,777-72.5% | $2,969-18.6% |