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 | $20,063 | $65,041-69.2% | $90,951-77.9% | $79,858-74.9% |
| Participation rate | 53.3% | 61.6%-8.3pp | 69.0%-15.7pp | 69.6%-16.3pp |
| Annual return | 16.71% | 30.45%-13.7pp | 134.60%-117.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $535 | $1,247-57.1% | $2,122-74.8% | $2,471-78.4% |
| Participant deferral / active EE | $1,476 | $2,512-41.2% | $3,373-56.2% | $3,740-60.5% |
| Admin fee / account holder | $3,991 | $4,536-12.0% | $5,959-33.0% | $5,306-24.8% |