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 | $27,935 | $86,929-67.9% | $102,423-72.7% | $80,856-65.5% |
| Participation rate | 51.5% | 72.4%-20.9pp | 76.5%-25.0pp | 67.6%-16.1pp |
| Annual return | 12.32% | 18.88%-6.6pp | 29.32%-17.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $802 | $2,369-66.1% | $3,023-73.5% | $2,755-70.9% |
| Participant deferral / active EE | $1,844 | $4,118-55.2% | $5,053-63.5% | $4,296-57.1% |
| Admin fee / account holder | $1,261 | $8,049-84.3% | $9,451-86.7% | $6,918-81.8% |