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 | $14,278 | $65,365-78.2% | $92,893-84.6% | $72,985-80.4% |
| Participation rate | 63.6% | 68.3%-4.7pp | 76.0%-12.4pp | 69.5%-5.8pp |
| Annual return | 23.81% | 42.10%-18.3pp | 109.41%-85.6pp | 81.00%-57.2pp |
| Employer contribution / active EE | $610 | $2,594-76.5% | $3,653-83.3% | $2,440-75.0% |
| Participant deferral / active EE | $1,667 | $3,128-46.7% | $4,236-60.6% | $3,607-53.8% |
| Admin fee / account holder | $1,292 | $4,251-69.6% | $5,794-77.7% | $5,124-74.8% |