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 | $14,904 | $67,606-78.0% | $82,313-81.9% | $70,131-78.7% |
| Participation rate | 39.3% | 72.8%-33.4pp | 76.9%-37.5pp | 69.5%-30.2pp |
| Annual return | 24.50% | 21.57%+2.9pp | 25.88%-1.4pp | 73.14%-48.6pp |
| Employer contribution / active EE | $760 | $1,755-56.7% | $2,428-68.7% | $2,342-67.5% |
| Participant deferral / active EE | $1,695 | $2,987-43.2% | $3,706-54.3% | $3,332-49.1% |
| Admin fee / account holder | $4,153 | $4,512-7.9% | $5,608-25.9% | $4,645-10.6% |