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 6-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 | $37,597 | $138,347-72.8% | $184,203-79.6% | $80,856-53.5% |
| Participation rate | 65.6% | 83.9%-18.2pp | 86.8%-21.2pp | 67.6%-2.0pp |
| Annual return | 18.58% | 20.02%-1.4pp | 28.81%-10.2pp | 35.59%-17.0pp |
| Employer contribution / active EE | $1,604 | $4,850-66.9% | $6,427-75.0% | $2,755-41.8% |
| Participant deferral / active EE | $5,172 | $7,071-26.9% | $9,131-43.4% | $4,296+20.4% |
| Admin fee / account holder | $7,827 | $10,483-25.3% | $13,901-43.7% | $6,918+13.1% |