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 | $21,485 | $72,492-70.4% | $87,100-75.3% | $72,985-70.6% |
| Participation rate | 34.6% | 72.8%-38.2pp | 76.9%-42.3pp | 69.5%-34.9pp |
| Annual return | 24.58% | 24.46%+0.1pp | 28.19%-3.6pp | 81.00%-56.4pp |
| Employer contribution / active EE | $908 | $1,894-52.1% | $2,521-64.0% | $2,440-62.8% |
| Participant deferral / active EE | $2,786 | $3,270-14.8% | $4,049-31.2% | $3,607-22.8% |
| Admin fee / account holder | $1,103 | $5,055-78.2% | $7,497-85.3% | $5,124-78.5% |