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 | $16,550 | $65,365-74.7% | $92,893-82.2% | $72,985-77.3% |
| Participation rate | 44.0% | 68.3%-24.3pp | 76.0%-32.0pp | 69.5%-25.5pp |
| Annual return | 21.98% | 42.10%-20.1pp | 109.41%-87.4pp | 81.00%-59.0pp |
| Employer contribution / active EE | $900 | $2,594-65.3% | $3,653-75.4% | $2,440-63.1% |
| Participant deferral / active EE | $1,907 | $3,128-39.0% | $4,236-55.0% | $3,607-47.1% |
| Admin fee / account holder | $708 | $4,251-83.3% | $5,794-87.8% | $5,124-86.2% |