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 | $15,595 | $65,365-76.1% | $92,893-83.2% | $72,985-78.6% |
| Participation rate | 50.0% | 68.3%-18.3pp | 76.0%-26.0pp | 69.5%-19.5pp |
| Annual return | 28.42% | 42.10%-13.7pp | 109.41%-81.0pp | 81.00%-52.6pp |
| Employer contribution / active EE | $690 | $2,594-73.4% | $3,653-81.1% | $2,440-71.7% |
| Participant deferral / active EE | $2,612 | $3,128-16.5% | $4,236-38.3% | $3,607-27.6% |
| Admin fee / account holder | $1,546 | $4,251-63.6% | $5,794-73.3% | $5,124-69.8% |