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 | $28,211 | $78,422-64.0% | $95,952-70.6% | $79,858-64.7% |
| Participation rate | 54.4% | 73.5%-19.0pp | 77.1%-22.6pp | 69.6%-15.2pp |
| Annual return | 16.95% | 19.37%-2.4pp | 91.61%-74.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $564 | $1,945-71.0% | $2,541-77.8% | $2,471-77.2% |
| Participant deferral / active EE | $1,760 | $3,440-48.8% | $4,167-57.8% | $3,740-52.9% |
| Admin fee / account holder | $3,341 | $5,622-40.6% | $6,795-50.8% | $5,306-37.0% |