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 | $8,254 | $99,341-91.7% | $84,750-90.3% | $273,961-97.0% |
| Participation rate | 64.3% | 80.7%-16.4pp | 76.6%-12.3pp | 83.0%-18.7pp |
| Annual return | 17.84% | 22.93%-5.1pp | 22.78%-4.9pp | 41.45%-23.6pp |
| Employer contribution / active EE | $1,690 | $4,214-59.9% | $3,574-52.7% | $4,869-65.3% |
| Participant deferral / active EE | $2,811 | $4,269-34.2% | $3,712-24.3% | $5,287-46.8% |
| Admin fee / account holder | $958 | $6,644-85.6% | $5,332-82.0% | $10,132-90.5% |