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 | $19,092 | $71,050-73.1% | $93,606-79.6% | $80,856-76.4% |
| Participation rate | 40.0% | 60.4%-20.4pp | 68.7%-28.7pp | 67.6%-27.6pp |
| Annual return | 14.65% | 11.26%+3.4pp | 133.20%-118.5pp | 35.59%-20.9pp |
| Employer contribution / active EE | $514 | $1,564-67.1% | $2,420-78.8% | $2,755-81.4% |
| Participant deferral / active EE | $1,884 | $4,034-53.3% | $4,411-57.3% | $4,296-56.1% |
| Admin fee / account holder | $3,277 | $6,945-52.8% | $8,285-60.4% | $6,918-52.6% |