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 | $22,947 | $72,492-68.3% | $87,100-73.7% | $72,985-68.6% |
| Participation rate | 63.8% | 72.8%-9.0pp | 76.9%-13.1pp | 69.5%-5.7pp |
| Annual return | 16.15% | 24.46%-8.3pp | 28.19%-12.0pp | 81.00%-64.9pp |
| Employer contribution / active EE | $1,129 | $1,894-40.4% | $2,521-55.2% | $2,440-53.7% |
| Participant deferral / active EE | $1,508 | $3,270-53.9% | $4,049-62.8% | $3,607-58.2% |
| Admin fee / account holder | $2,499 | $5,055-50.6% | $7,497-66.7% | $5,124-51.2% |