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 | $15,511 | $87,135-82.2% | $206,214-92.5% | $116,875-86.7% |
| Participation rate | 66.7% | 76.8%-10.2pp | 82.4%-15.7pp | 74.5%-7.9pp |
| Annual return | 13.16% | 22.51%-9.4pp | -1.60%+14.8pp | 16.29%-3.1pp |
| Employer contribution / active EE | $911 | $3,046-70.1% | $5,967-84.7% | $3,288-72.3% |
| Participant deferral / active EE | $1,088 | $3,898-72.1% | $4,649-76.6% | $3,885-72.0% |
| Admin fee / account holder | $5,417 | $8,630-37.2% | $13,671-60.4% | $12,263-55.8% |