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 | $96,063 | $362,131-73.5% | $285,549-66.4% | $357,791-73.2% |
| Participation rate | 50.0% | 89.8%-39.8pp | 83.2%-33.2pp | 85.6%-35.6pp |
| Annual return | 10.37% | 5.08%+5.3pp | 7.15%+3.2pp | 396.79%-386.4pp |
| Employer contribution / active EE | $5,718 | $5,952-3.9% | $5,022+13.9% | $7,508-23.8% |
| Participant deferral / active EE | $4,567 | $5,478-16.6% | $4,549+0.4% | $5,521-17.3% |
| Admin fee / account holder | $22,384 | $16,774+33.4% | $13,934+60.6% | $28,387-21.1% |