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 | $12,488 | $71,050-82.4% | $93,606-86.7% | $80,856-84.6% |
| Participation rate | 61.2% | 60.4%+0.8pp | 68.7%-7.5pp | 67.6%-6.4pp |
| Annual return | 12.71% | 11.26%+1.4pp | 133.20%-120.5pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,191 | $1,564-23.8% | $2,420-50.8% | $2,755-56.8% |
| Participant deferral / active EE | $2,316 | $4,034-42.6% | $4,411-47.5% | $4,296-46.1% |
| Admin fee / account holder | $5,342 | $6,945-23.1% | $8,285-35.5% | $6,918-22.8% |