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 9-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 | $19,826 | $70,428-71.8% | $96,562-79.5% | $85,850-76.9% |
| Participation rate | 69.2% | 61.8%+7.4pp | 69.8%-0.6pp | 69.3%-0.1pp |
| Annual return | 18.39% | 18.59%-0.2pp | 37.78%-19.4pp | 318.53%-300.1pp |
| Employer contribution / active EE | $1,531 | $1,413+8.3% | $2,356-35.0% | $2,565-40.3% |
| Participant deferral / active EE | $2,329 | $2,894-19.5% | $3,849-39.5% | $3,952-41.1% |
| Admin fee / account holder | $914 | $4,997-81.7% | $6,181-85.2% | $6,260-85.4% |