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 | $13,906 | $72,277-80.8% | $101,248-86.3% | $79,858-82.6% |
| Participation rate | 48.1% | 68.5%-20.3pp | 75.8%-27.7pp | 69.6%-21.5pp |
| Annual return | 12.25% | 22.30%-10.0pp | 46.47%-34.2pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,175 | $2,692-56.4% | $3,660-67.9% | $2,471-52.5% |
| Participant deferral / active EE | $2,975 | $3,282-9.3% | $4,370-31.9% | $3,740-20.5% |
| Admin fee / account holder | $2,170 | $4,400-50.7% | $5,945-63.5% | $5,306-59.1% |