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 | $26,227 | $86,929-69.8% | $102,423-74.4% | $80,856-67.6% |
| Participation rate | 59.3% | 72.4%-13.1pp | 76.5%-17.2pp | 67.6%-8.4pp |
| Annual return | 11.23% | 18.88%-7.7pp | 29.32%-18.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $703 | $2,369-70.3% | $3,023-76.7% | $2,755-74.5% |
| Participant deferral / active EE | $2,879 | $4,118-30.1% | $5,053-43.0% | $4,296-33.0% |
| Admin fee / account holder | $842 | $8,049-89.5% | $9,451-91.1% | $6,918-87.8% |