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 | $59,907 | $124,881-52.0% | $209,409-71.4% | $116,875-48.7% |
| Participation rate | 69.8% | 75.8%-6.0pp | 80.4%-10.6pp | 74.5%-4.8pp |
| Annual return | 13.23% | 14.56%-1.3pp | 159.49%-146.3pp | 16.29%-3.1pp |
| Employer contribution / active EE | $659 | $2,588-74.5% | $5,035-86.9% | $3,288-79.9% |
| Participant deferral / active EE | $2,729 | $3,793-28.1% | $4,230-35.5% | $3,885-29.8% |
| Admin fee / account holder | $16,524 | $12,933+27.8% | $16,474+0.3% | $12,263+34.7% |