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 | $29,587 | $86,286-65.7% | $111,297-73.4% | $85,850-65.5% |
| Participation rate | 37.0% | 73.3%-36.4pp | 77.3%-40.4pp | 69.3%-32.4pp |
| Annual return | 11.40% | 19.99%-8.6pp | 54.65%-43.3pp | 318.53%-307.1pp |
| Employer contribution / active EE | $1,911 | $2,043-6.4% | $2,731-30.0% | $2,565-25.5% |
| Participant deferral / active EE | $1,698 | $3,641-53.4% | $4,487-62.2% | $3,952-57.0% |
| Admin fee / account holder | $775 | $8,188-90.5% | $7,964-90.3% | $6,260-87.6% |