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 | $27,430 | $87,870-68.8% | $113,168-75.8% | $74,304-63.1% |
| Participation rate | 49.7% | 70.7%-21.1pp | 76.6%-26.9pp | 60.3%-10.7pp |
| Annual return | 19.48% | 26.44%-7.0pp | 24.27%-4.8pp | 29.43%-9.9pp |
| Employer contribution / active EE | $2,349 | $2,277+3.1% | $2,975-21.1% | $2,241+4.8% |
| Participant deferral / active EE | $3,436 | $4,241-19.0% | $5,107-32.7% | $3,767-8.8% |
| Admin fee / account holder | $4,704 | $3,368+39.7% | $12,068-61.0% | $2,969+58.4% |