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 | $21,842 | $78,422-72.1% | $95,952-77.2% | $79,858-72.6% |
| Participation rate | 51.6% | 73.5%-21.9pp | 77.1%-25.5pp | 69.6%-18.0pp |
| Annual return | 11.41% | 19.37%-8.0pp | 91.61%-80.2pp | 31.71%-20.3pp |
| Employer contribution / active EE | $964 | $1,945-50.5% | $2,541-62.1% | $2,471-61.0% |
| Participant deferral / active EE | $2,095 | $3,440-39.1% | $4,167-49.7% | $3,740-44.0% |
| Admin fee / account holder | $1,304 | $5,622-76.8% | $6,795-80.8% | $5,306-75.4% |