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 | $16,464 | $81,460-79.8% | $103,333-84.1% | $80,856-79.6% |
| Participation rate | 52.8% | 66.8%-14.1pp | 74.5%-21.7pp | 67.6%-14.9pp |
| Annual return | 26.47% | 25.55%+0.9pp | 24.88%+1.6pp | 35.59%-9.1pp |
| Employer contribution / active EE | $1,328 | $3,105-57.2% | $3,868-65.7% | $2,755-51.8% |
| Participant deferral / active EE | $1,685 | $3,869-56.4% | $5,057-66.7% | $4,296-60.8% |
| Admin fee / account holder | $775 | $6,566-88.2% | $8,355-90.7% | $6,918-88.8% |