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 | $15,634 | $74,927-79.1% | $101,794-84.6% | $84,808-81.6% |
| Participation rate | 59.7% | 61.4%-1.7pp | 69.2%-9.5pp | 68.3%-8.6pp |
| Annual return | 16.38% | 18.70%-2.3pp | 30.53%-14.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,229 | $1,522-19.2% | $2,289-46.3% | $2,631-53.3% |
| Participant deferral / active EE | $2,391 | $3,099-22.9% | $4,084-41.5% | $4,212-43.2% |
| Admin fee / account holder | $1,073 | $6,514-83.5% | $8,777-87.8% | $7,344-85.4% |