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 | $15,781 | $56,897-72.3% | $84,750-81.4% | $62,891-74.9% |
| Participation rate | 37.9% | 68.5%-30.6pp | 76.6%-38.7pp | 69.3%-31.4pp |
| Annual return | 11.43% | 6.30%+5.1pp | 22.78%-11.4pp | 20.14%-8.7pp |
| Employer contribution / active EE | $945 | $2,400-60.6% | $3,574-73.6% | $2,281-58.6% |
| Participant deferral / active EE | $1,914 | $2,709-29.3% | $3,712-48.4% | $3,203-40.2% |
| Admin fee / account holder | $1,583 | $3,581-55.8% | $5,332-70.3% | $4,296-63.1% |