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 5-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 | $29,047 | $76,050-61.8% | $96,544-69.9% | $71,457-59.4% |
| Participation rate | 46.8% | 74.4%-27.6pp | 76.0%-29.2pp | 67.9%-21.1pp |
| Annual return | 19.45% | 22.81%-3.4pp | 25.84%-6.4pp | 28.85%-9.4pp |
| Employer contribution / active EE | $794 | $2,244-64.6% | $2,965-73.2% | $2,588-69.3% |
| Participant deferral / active EE | $2,209 | $4,215-47.6% | $4,851-54.5% | $4,289-48.5% |
| Admin fee / account holder | $9,078 | $2,707+235.4% | $8,252+10.0% | $1,587+471.9% |