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 8-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 | $17,794 | $71,050-75.0% | $93,606-81.0% | $80,856-78.0% |
| Participation rate | 69.0% | 60.4%+8.6pp | 68.7%+0.3pp | 67.6%+1.4pp |
| Annual return | 10.49% | 11.26%-0.8pp | 133.20%-122.7pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,086 | $1,564-30.6% | $2,420-55.1% | $2,755-60.6% |
| Participant deferral / active EE | $1,818 | $4,034-54.9% | $4,411-58.8% | $4,296-57.7% |
| Admin fee / account holder | $942 | $6,945-86.4% | $8,285-88.6% | $6,918-86.4% |