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 | $26,872 | $86,929-69.1% | $102,423-73.8% | $80,856-66.8% |
| Participation rate | 59.5% | 72.4%-12.9pp | 76.5%-17.0pp | 67.6%-8.1pp |
| Annual return | 11.28% | 18.88%-7.6pp | 29.32%-18.0pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,575 | $2,369-33.5% | $3,023-47.9% | $2,755-42.8% |
| Participant deferral / active EE | $2,467 | $4,118-40.1% | $5,053-51.2% | $4,296-42.6% |
| Admin fee / account holder | $4,036 | $8,049-49.9% | $9,451-57.3% | $6,918-41.7% |