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 | $25,069 | $87,013-71.2% | $106,213-76.4% | $80,856-69.0% |
| Participation rate | 47.6% | 70.4%-22.8pp | 75.3%-27.7pp | 67.6%-20.0pp |
| Annual return | 12.92% | 17.05%-4.1pp | 116.14%-103.2pp | 35.59%-22.7pp |
| Employer contribution / active EE | $857 | $2,395-64.2% | $3,171-73.0% | $2,755-68.9% |
| Participant deferral / active EE | $2,167 | $3,986-45.6% | $5,016-56.8% | $4,296-49.6% |
| Admin fee / account holder | $1,270 | $8,431-84.9% | $11,033-88.5% | $6,918-81.6% |