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 | $6,556 | $58,851-88.9% | $115,157-94.3% | $72,985-91.0% |
| Participation rate | 60.0% | 65.5%-5.5pp | 75.9%-15.9pp | 69.5%-9.5pp |
| Annual return | 26.94% | 23.16%+3.8pp | 35.60%-8.7pp | 81.00%-54.1pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,610 | $2,643-39.1% | $4,168-61.4% | $3,607-55.4% |
| Admin fee / account holder | $391 | $6,370-93.9% | $7,088-94.5% | $5,124-92.4% |