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 | $12,394 | $52,580-76.4% | $71,671-82.7% | $70,131-82.3% |
| Participation rate | 46.2% | 60.9%-14.7pp | 68.7%-22.6pp | 69.5%-23.4pp |
| Annual return | 19.63% | 20.25%-0.6pp | 20.65%-1.0pp | 73.14%-53.5pp |
| Employer contribution / active EE | $1,054 | $1,616-34.7% | $2,460-57.1% | $2,342-55.0% |
| Participant deferral / active EE | $2,302 | $2,386-3.5% | $3,438-33.0% | $3,332-30.9% |
| Admin fee / account holder | $1,630 | $3,653-55.4% | $5,558-70.7% | $4,645-64.9% |