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 | $14,625 | $43,723-66.6% | $121,196-87.9% | $64,186-77.2% |
| Participation rate | 48.4% | 58.3%-9.9pp | 71.7%-23.4pp | 69.6%-21.2pp |
| Annual return | 8.27% | 68.91%-60.6pp | 16.93%-8.7pp | 7.63%+0.6pp |
| Employer contribution / active EE | $549 | $1,296-57.6% | $4,022-86.3% | $2,381-76.9% |
| Participant deferral / active EE | $1,200 | $2,280-47.4% | $3,344-64.1% | $3,470-65.4% |
| Admin fee / account holder | $370 | $3,501-89.4% | $5,019-92.6% | $4,888-92.4% |