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 | $25,102 | $87,870-71.4% | $113,168-77.8% | $74,304-66.2% |
| Participation rate | 56.7% | 70.7%-14.0pp | 76.6%-19.8pp | 60.3%-3.6pp |
| Annual return | 26.55% | 26.44%+0.1pp | 24.27%+2.3pp | 29.43%-2.9pp |
| Employer contribution / active EE | $1,281 | $2,277-43.8% | $2,975-57.0% | $2,241-42.9% |
| Participant deferral / active EE | $3,975 | $4,241-6.3% | $5,107-22.2% | $3,767+5.5% |
| Admin fee / account holder | $937 | $3,368-72.2% | $12,068-92.2% | $2,969-68.4% |