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 7-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 | $28,740 | $94,625-69.6% | $116,228-75.3% | $84,808-66.1% |
| Participation rate | 57.1% | 70.4%-13.3pp | 74.6%-17.4pp | 68.3%-11.2pp |
| Annual return | 19.20% | 20.40%-1.2pp | 90.06%-70.9pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,648 | $2,347-29.8% | $2,994-45.0% | $2,631-37.4% |
| Participant deferral / active EE | $3,779 | $3,972-4.9% | $4,953-23.7% | $4,212-10.3% |
| Admin fee / account holder | $917 | $10,091-90.9% | $11,989-92.3% | $7,344-87.5% |