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 5-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 | $10,590 | $59,101-82.1% | $77,163-86.3% | $75,163-85.9% |
| Participation rate | 68.8% | 63.9%+4.9pp | 69.6%-0.8pp | 67.2%+1.6pp |
| Annual return | 17.66% | 26.71%-9.1pp | 37.87%-20.2pp | 160.62%-143.0pp |
| Employer contribution / active EE | $626 | $1,995-68.6% | $2,535-75.3% | $2,670-76.5% |
| Participant deferral / active EE | $2,492 | $2,999-16.9% | $3,833-35.0% | $4,125-39.6% |
| Admin fee / account holder | $492 | $4,774-89.7% | $5,472-91.0% | $5,651-91.3% |