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 | $17,458 | $63,355-72.4% | $91,989-81.0% | $72,985-76.1% |
| Participation rate | 56.5% | 72.5%-16.0pp | 78.6%-22.2pp | 69.5%-13.0pp |
| Annual return | 27.34% | 35.35%-8.0pp | 69.02%-41.7pp | 81.00%-53.7pp |
| Employer contribution / active EE | $1,459 | $2,116-31.0% | $3,452-57.7% | $2,440-40.2% |
| Participant deferral / active EE | $2,801 | $4,883-42.6% | $5,923-52.7% | $3,607-22.3% |
| Admin fee / account holder | $1,186 | $4,668-74.6% | $7,743-84.7% | $5,124-76.9% |