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 | $30,505 | $109,359-72.1% | $162,163-81.2% | $72,985-58.2% |
| Participation rate | 54.0% | 84.3%-30.3pp | 87.6%-33.6pp | 69.5%-15.5pp |
| Annual return | 17.53% | 25.46%-7.9pp | 115.59%-98.1pp | 81.00%-63.5pp |
| Employer contribution / active EE | $2,154 | $3,907-44.9% | $5,614-61.6% | $2,440-11.7% |
| Participant deferral / active EE | $3,992 | $5,481-27.2% | $7,298-45.3% | $3,607+10.7% |
| Admin fee / account holder | $18,176 | $7,972+128.0% | $10,843+67.6% | $5,124+254.7% |