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 | $21,706 | $76,367-71.6% | $93,606-76.8% | $72,985-70.3% |
| Participation rate | 68.8% | 71.7%-3.0pp | 75.8%-7.1pp | 69.5%-0.7pp |
| Annual return | 23.62% | 25.82%-2.2pp | 32.76%-9.1pp | 81.00%-57.4pp |
| Employer contribution / active EE | $1,448 | $2,275-36.4% | $2,718-46.7% | $2,440-40.7% |
| Participant deferral / active EE | $3,136 | $3,538-11.4% | $4,069-22.9% | $3,607-13.1% |
| Admin fee / account holder | $732 | $6,838-89.3% | $7,888-90.7% | $5,124-85.7% |