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 | $36,868 | $123,793-70.2% | $177,821-79.3% | $79,858-53.8% |
| Participation rate | 42.0% | 84.7%-42.7pp | 87.7%-45.7pp | 69.6%-27.6pp |
| Annual return | 22.88% | 22.82%+0.1pp | 48.32%-25.4pp | 31.71%-8.8pp |
| Employer contribution / active EE | $1,851 | $4,095-54.8% | $5,918-68.7% | $2,471-25.1% |
| Participant deferral / active EE | $4,443 | $5,956-25.4% | $7,714-42.4% | $3,740+18.8% |
| Admin fee / account holder | $3,549 | $7,243-51.0% | $12,427-71.4% | $5,306-33.1% |