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 | $25,541 | $99,985-74.5% | $146,665-82.6% | $85,850-70.2% |
| Participation rate | 54.5% | 73.1%-18.5pp | 80.1%-25.5pp | 69.3%-14.8pp |
| Annual return | 16.42% | 18.93%-2.5pp | 22.74%-6.3pp | 318.53%-302.1pp |
| Employer contribution / active EE | $692 | $2,559-73.0% | $4,136-83.3% | $2,565-73.0% |
| Participant deferral / active EE | $2,336 | $4,006-41.7% | $5,506-57.6% | $3,952-40.9% |
| Admin fee / account holder | $4,733 | $7,702-38.6% | $10,280-54.0% | $6,260-24.4% |