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 | $27,214 | $86,929-68.7% | $102,423-73.4% | $80,856-66.3% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.6%-1.0pp |
| Annual return | 20.10% | 18.88%+1.2pp | 29.32%-9.2pp | 35.59%-15.5pp |
| Employer contribution / active EE | $1,270 | $2,369-46.4% | $3,023-58.0% | $2,755-53.9% |
| Participant deferral / active EE | $2,652 | $4,118-35.6% | $5,053-47.5% | $4,296-38.3% |
| Admin fee / account holder | $1,498 | $8,049-81.4% | $9,451-84.1% | $6,918-78.3% |