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 | $15,914 | $76,552-79.2% | $123,892-87.2% | $62,891-74.7% |
| Participation rate | 51.6% | 73.0%-21.4pp | 81.4%-29.8pp | 69.3%-17.7pp |
| Annual return | 10.12% | 18.68%-8.6pp | 47.52%-37.4pp | 20.14%-10.0pp |
| Employer contribution / active EE | $1,447 | $2,883-49.8% | $4,617-68.7% | $2,281-36.6% |
| Participant deferral / active EE | $5,019 | $4,840+3.7% | $5,984-16.1% | $3,203+56.7% |
| Admin fee / account holder | $1,920 | $4,826-60.2% | $8,357-77.0% | $4,296-55.3% |