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 | $15,876 | $86,929-81.7% | $102,423-84.5% | $80,856-80.4% |
| Participation rate | 61.5% | 72.4%-10.8pp | 76.5%-15.0pp | 67.6%-6.1pp |
| Annual return | 13.66% | 18.88%-5.2pp | 29.32%-15.7pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,082 | $2,369-54.3% | $3,023-64.2% | $2,755-60.7% |
| Participant deferral / active EE | $2,711 | $4,118-34.2% | $5,053-46.4% | $4,296-36.9% |
| Admin fee / account holder | $2,203 | $8,049-72.6% | $9,451-76.7% | $6,918-68.2% |