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 5-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 | $18,438 | $109,881-83.2% | $150,045-87.7% | $84,808-78.3% |
| Participation rate | 44.9% | 76.1%-31.1pp | 82.3%-37.4pp | 68.3%-23.4pp |
| Annual return | 29.57% | 28.25%+1.3pp | 62.55%-33.0pp | 40.90%-11.3pp |
| Employer contribution / active EE | $1,613 | $3,561-54.7% | $4,693-65.6% | $2,631-38.7% |
| Participant deferral / active EE | $2,819 | $6,636-57.5% | $7,997-64.7% | $4,212-33.1% |
| Admin fee / account holder | $2,660 | $8,568-69.0% | $13,435-80.2% | $7,344-63.8% |