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 | $5,664 | $99,341-94.3% | $84,750-93.3% | $273,961-97.9% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 7.48% | 22.93%-15.5pp | 22.78%-15.3pp | 41.45%-34.0pp |
| Employer contribution / active EE | $2,045 | $4,214-51.5% | $3,574-42.8% | $4,869-58.0% |
| Participant deferral / active EE | $2,841 | $4,269-33.4% | $3,712-23.4% | $5,287-46.3% |
| Admin fee / account holder | $1,672 | $6,644-74.8% | $5,332-68.6% | $10,132-83.5% |