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 | $12,766 | $55,706-77.1% | $75,886-83.2% | $72,985-82.5% |
| Participation rate | 28.8% | 61.1%-32.4pp | 69.3%-40.5pp | 69.5%-40.7pp |
| Annual return | 25.76% | 27.59%-1.8pp | 30.76%-5.0pp | 81.00%-55.2pp |
| Employer contribution / active EE | $781 | $1,687-53.7% | $2,500-68.7% | $2,440-68.0% |
| Participant deferral / active EE | $1,190 | $2,634-54.8% | $3,603-67.0% | $3,607-67.0% |
| Admin fee / account holder | $561 | $3,978-85.9% | $5,418-89.6% | $5,124-89.0% |