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 | $26,581 | $91,552-71.0% | $133,956-80.2% | $79,858-66.7% |
| Participation rate | 61.7% | 73.3%-11.7pp | 79.8%-18.2pp | 69.6%-8.0pp |
| Annual return | 25.04% | 61.85%-36.8pp | 45.09%-20.0pp | 31.71%-6.7pp |
| Employer contribution / active EE | $1,382 | $2,384-42.0% | $3,919-64.7% | $2,471-44.1% |
| Participant deferral / active EE | $5,746 | $3,733+53.9% | $5,048+13.8% | $3,740+53.6% |
| Admin fee / account holder | $8,887 | $6,321+40.6% | $8,927-0.4% | $5,306+67.5% |