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 | $20,528 | $80,968-74.6% | $96,544-78.7% | $75,163-72.7% |
| Participation rate | 69.7% | 71.8%-2.0pp | 76.0%-6.2pp | 67.2%+2.5pp |
| Annual return | 18.82% | 27.06%-8.2pp | 25.84%-7.0pp | 160.62%-141.8pp |
| Employer contribution / active EE | $1,156 | $2,282-49.4% | $2,965-61.0% | $2,670-56.7% |
| Participant deferral / active EE | $2,854 | $3,928-27.3% | $4,851-41.2% | $4,125-30.8% |
| Admin fee / account holder | $1,320 | $6,724-80.4% | $8,252-84.0% | $5,651-76.6% |