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 3-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 | $17,169 | $68,547-75.0% | $120,354-85.7% | $80,856-78.8% |
| Participation rate | 54.3% | 61.6%-7.3pp | 71.9%-17.6pp | 67.6%-13.4pp |
| Annual return | 18.05% | 23.60%-5.5pp | 107.15%-89.1pp | 35.59%-17.5pp |
| Employer contribution / active EE | $1,793 | $2,051-12.6% | $3,463-48.2% | $2,755-34.9% |
| Participant deferral / active EE | $2,866 | $3,173-9.7% | $4,991-42.6% | $4,296-33.3% |
| Admin fee / account holder | $747 | $5,732-87.0% | $9,423-92.1% | $6,918-89.2% |