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 | $26,913 | $86,929-69.0% | $102,423-73.7% | $80,856-66.7% |
| Participation rate | 68.0% | 72.4%-4.4pp | 76.5%-8.5pp | 67.6%+0.4pp |
| Annual return | 11.64% | 18.88%-7.2pp | 29.32%-17.7pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,794 | $2,369-24.3% | $3,023-40.7% | $2,755-34.9% |
| Participant deferral / active EE | $4,189 | $4,118+1.7% | $5,053-17.1% | $4,296-2.5% |
| Admin fee / account holder | $1,413 | $8,049-82.4% | $9,451-85.0% | $6,918-79.6% |