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 | $32,008 | $78,485-59.2% | $106,213-69.9% | $74,495-57.0% |
| Participation rate | 48.4% | 72.8%-24.4pp | 75.3%-26.8pp | 67.2%-18.8pp |
| Annual return | 11.50% | 15.95%-4.5pp | 116.14%-104.6pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $1,460 | $2,523-42.1% | $3,171-54.0% | $2,623-44.3% |
| Participant deferral / active EE | $2,499 | $4,322-42.2% | $5,016-50.2% | $4,346-42.5% |
| Admin fee / account holder | $1,775 | $2,232-20.5% | $11,033-83.9% | $1,942-8.6% |