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 | $12,533 | $56,897-78.0% | $84,750-85.2% | $62,891-80.1% |
| Participation rate | 34.6% | 68.5%-33.9pp | 76.6%-42.0pp | 69.3%-34.7pp |
| Annual return | 18.14% | 6.30%+11.8pp | 22.78%-4.6pp | 20.14%-2.0pp |
| Employer contribution / active EE | $1,245 | $2,400-48.1% | $3,574-65.2% | $2,281-45.4% |
| Participant deferral / active EE | $3,364 | $2,709+24.2% | $3,712-9.4% | $3,203+5.0% |
| Admin fee / account holder | $2,445 | $3,581-31.7% | $5,332-54.1% | $4,296-43.1% |