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 | $30,415 | $95,803-68.3% | $113,168-73.1% | $84,808-64.1% |
| Participation rate | 62.1% | 72.9%-10.8pp | 76.6%-14.5pp | 68.3%-6.2pp |
| Annual return | 17.14% | 25.00%-7.9pp | 24.27%-7.1pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,815 | $2,360-23.1% | $2,975-39.0% | $2,631-31.0% |
| Participant deferral / active EE | $2,574 | $4,242-39.3% | $5,107-49.6% | $4,212-38.9% |
| Admin fee / account holder | $5,368 | $8,989-40.3% | $12,068-55.5% | $7,344-26.9% |